-99.1%
BMGL vs VOO
+28.9%
-128.0%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -0.4% | -17.2% | -17.4% |
| 7D | -91.1% | +2.6% | -93.7% | -91.2% |
| 30D | -87.8% | -2.0% | -85.8% | -87.7% |
| 3M | -89.8% | -2.8% | -87.1% | -89.7% |
| 6M | -94.6% | +2.2% | -96.7% | -94.7% |
| YTD | -92.0% | +11.5% | -103.5% | -92.4% |
| 1Y | -96.9% | +13.5% | -110.4% | -97.1% |
| All | -99.1% | +28.9% | -128.0% | -99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling