-31.0%
BGS vs VOO
+777.9%
-808.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.1% |
| 7D | +7.8% | -2.7% | +10.5% | +9.4% |
| 30D | -1.2% | -5.4% | +4.2% | +1.6% |
| 3M | -24.6% | -4.1% | -20.5% | -23.0% |
| 6M | -50.9% | +0.7% | -51.7% | -51.3% |
| YTD | -36.2% | +8.7% | -44.9% | -39.3% |
| 1Y | -42.3% | +11.0% | -53.2% | -45.6% |
| 3Y | -59.7% | +75.5% | -135.1% | -71.1% |
| 5Y | -87.6% | +68.4% | -156.0% | -91.0% |
| 10Y | -86.0% | +315.7% | -401.7% | -94.6% |
| All | -31.0% | +777.9% | -808.9% | -86.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling