+77.3%
BGSF vs VOO
+406.3%
-329.0%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.0% | +3.9% |
| 7D | +1.3% | +0.1% | +1.2% | +1.2% |
| 30D | -3.5% | +0.1% | -3.6% | -3.6% |
| 3M | +3.6% | +2.0% | +1.6% | +1.5% |
| 6M | -9.2% | +13.0% | -22.2% | -18.8% |
| YTD | +17.5% | +13.6% | +3.9% | +4.9% |
| 1Y | +23.1% | +20.1% | +3.1% | +5.1% |
| 3Y | -19.2% | +77.6% | -96.8% | -51.5% |
| 5Y | -33.8% | +82.4% | -116.3% | -62.4% |
| 10Y | -37.4% | +316.8% | -354.3% | -78.0% |
| All | +77.3% | +406.3% | -329.0% | -37.1% |
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 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