-80.2%
BULG vs VOO
+20.3%
-100.4%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -0.2% |
| 7D | -14.0% | -2.0% | -12.0% | -5.6% |
| 30D | +42.6% | -1.7% | +44.3% | +56.2% |
| 3M | +95.8% | +4.7% | +91.1% | +60.9% |
| 6M | +106.5% | +12.6% | +93.9% | +20.5% |
| YTD | -9.2% | +11.8% | -21.0% | -41.7% |
| 1Y | -72.6% | +17.5% | -90.2% | -87.2% |
| All | -80.2% | +20.3% | -100.4% | -92.5% |
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