-34.9%
BGSF vs VOO
+314.0%
-348.9%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.3% | -1.3% |
| 7D | +3.5% | +0.5% | +2.9% | +3.0% |
| 30D | -5.0% | -0.9% | -4.0% | -4.1% |
| 3M | +3.9% | +3.9% | 0.0% | -0.3% |
| 6M | -13.7% | +14.5% | -28.3% | -25.1% |
| YTD | +15.3% | +13.0% | +2.4% | +1.7% |
| 1Y | +18.4% | +19.4% | -1.0% | -0.9% |
| 3Y | -20.4% | +78.9% | -99.3% | -56.7% |
| 5Y | -35.7% | +82.3% | -118.0% | -67.0% |
| 10Y | -34.9% | +314.2% | -349.1% | -84.9% |
| All | -34.9% | +314.0% | -348.9% | -84.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling