+154.8%
BGT vs VOO
+812.0%
-657.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +0.9% | +0.6% |
| 7D | +0.1% | +0.5% | -0.5% | -0.1% |
| 30D | +2.8% | -0.9% | +3.7% | +3.1% |
| 3M | +7.5% | +3.9% | +3.6% | +5.8% |
| 6M | +9.4% | +14.5% | -5.1% | +3.8% |
| YTD | +6.6% | +13.0% | -6.3% | +1.6% |
| 1Y | +1.4% | +19.4% | -18.0% | -5.5% |
| 3Y | +29.7% | +78.9% | -49.2% | +2.8% |
| 5Y | +42.3% | +82.3% | -40.0% | +10.9% |
| 10Y | +89.8% | +314.2% | -224.4% | +6.7% |
| All | +154.8% | +812.0% | -657.2% | +4.7% |
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