-91.0%
BMGL vs VOO
+31.3%
-122.3%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -8.8% | +0.1% | -8.9% | -8.8% |
| 30D | -14.6% | +0.1% | -14.7% | -14.7% |
| 3M | -17.9% | +2.0% | -19.9% | -18.7% |
| 6M | -34.5% | +13.0% | -47.5% | -38.2% |
| YTD | -18.7% | +13.6% | -32.3% | -23.3% |
| 1Y | -79.4% | +20.1% | -99.4% | -80.9% |
| All | -91.0% | +31.3% | -122.3% | -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 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