-91.4%
BMGL vs VOO
+29.2%
-120.6%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -3.9% |
| 7D | -4.2% | -2.0% | -2.2% | -3.3% |
| 30D | -8.2% | -1.7% | -6.6% | -7.6% |
| 3M | -35.0% | +4.7% | -39.7% | -36.0% |
| 6M | -36.3% | +12.6% | -48.8% | -39.8% |
| YTD | -22.1% | +11.8% | -33.9% | -25.9% |
| 1Y | -81.5% | +17.5% | -99.0% | -82.7% |
| All | -91.4% | +29.2% | -120.6% | -93.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling