-61.1%
BGSF vs VOO
+67.9%
-129.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.7% |
| 7D | -18.9% | -2.7% | -16.2% | -17.6% |
| 30D | -26.8% | -5.4% | -21.4% | -24.7% |
| 3M | -39.2% | -4.1% | -35.2% | -37.9% |
| 6M | -32.3% | +0.7% | -33.0% | -32.7% |
| YTD | -25.7% | +8.7% | -34.4% | -29.0% |
| 1Y | +5.2% | +11.0% | -5.8% | -0.5% |
| 3Y | -48.1% | +75.5% | -123.5% | -60.3% |
| All | -61.1% | +67.9% | -129.0% | -71.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling