+113.0%
BGY vs VOO
+800.4%
-687.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | +1.5% | +2.6% | -1.0% | -0.4% |
| 30D | -1.0% | -2.0% | +1.0% | +0.5% |
| 3M | -5.5% | -2.8% | -2.7% | -3.5% |
| 6M | -1.1% | +2.2% | -3.3% | -2.8% |
| YTD | +0.1% | +11.5% | -11.5% | -7.8% |
| 1Y | +3.1% | +13.5% | -10.4% | -6.2% |
| 3Y | +42.4% | +78.1% | -35.7% | -8.9% |
| 5Y | +29.4% | +73.1% | -43.7% | -16.2% |
| 10Y | +116.9% | +310.7% | -193.9% | -34.0% |
| All | +113.0% | +800.4% | -687.4% | -69.4% |
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