-80.5%
BULG vs VOO
+21.3%
-101.8%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.4% | -5.4% |
| 7D | -10.6% | -0.8% | -9.9% | -7.4% |
| 30D | +36.6% | -1.1% | +37.7% | +45.4% |
| 3M | +62.3% | +3.9% | +58.5% | +37.7% |
| 6M | +106.3% | +13.6% | +92.6% | +14.9% |
| YTD | -10.6% | +12.7% | -23.3% | -44.8% |
| 1Y | -75.3% | +17.6% | -92.9% | -88.1% |
| All | -80.5% | +21.3% | -101.8% | -92.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling