-79.9%
BGS price history and return analytics
+221.8%
-301.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.8% | +4.6% |
| 7D | +40.0% | +2.4% | +37.6% | +38.8% |
| 30D | +44.6% | -1.5% | +46.1% | +46.0% |
| 3M | -1.9% | -4.1% | +2.3% | +0.2% |
| 6M | -15.8% | +0.6% | -16.3% | -16.1% |
| YTD | -10.7% | +11.0% | -21.7% | -15.3% |
| 1Y | -11.9% | +13.3% | -25.2% | -17.3% |
| 3Y | -38.2% | +73.4% | -111.6% | -53.1% |
| 5Y | -82.5% | +57.4% | -139.9% | -86.3% |
| All | -79.9% | +221.8% | -301.6% | -90.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling