-91.0%
BMGL vs VOO
+30.0%
-121.0%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | -3.2% | -0.4% | -2.9% | -3.1% |
| 30D | -2.4% | -1.4% | -1.1% | -1.9% |
| 3M | -37.6% | +3.7% | -41.3% | -38.4% |
| 6M | -32.5% | +13.0% | -45.5% | -36.4% |
| YTD | -18.7% | +12.4% | -31.1% | -22.9% |
| 1Y | -79.6% | +18.6% | -98.2% | -81.0% |
| All | -91.0% | +30.0% | -121.0% | -92.8% |
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