+55.3%
BGIG price history and return analytics
+72.1%
-16.8%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | +0.3% |
| 7D | -1.5% | -2.0% | +0.5% | -0.2% |
| 30D | -3.4% | -1.4% | -2.0% | -2.6% |
| 3M | +3.5% | +4.7% | -1.2% | +0.2% |
| 6M | +7.6% | +11.4% | -3.8% | -0.4% |
| YTD | +13.0% | +13.1% | -0.1% | +3.3% |
| 1Y | +15.9% | +19.0% | -3.1% | +2.0% |
| All | +55.3% | +72.1% | -16.8% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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