+28.1%
BGSF vs VOO
+396.1%
-368.0%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | +2.3% | +11.9% | +12.3% |
| 7D | -1.5% | +0.1% | -1.6% | -1.2% |
| 30D | -17.3% | -3.3% | -13.9% | -14.7% |
| 3M | -30.1% | -2.4% | -27.7% | -28.5% |
| 6M | -25.3% | +2.6% | -27.9% | -27.1% |
| YTD | -15.1% | +11.3% | -26.4% | -22.8% |
| 1Y | +11.0% | +13.4% | -2.4% | -0.5% |
| 3Y | -41.9% | +80.3% | -122.2% | -65.6% |
| 5Y | -55.8% | +72.7% | -128.5% | -73.4% |
| 10Y | -36.8% | +310.0% | -346.8% | -77.4% |
| All | +28.1% | +396.1% | -368.0% | -53.7% |
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