-78.7%
BGS price history and return analytics
+224.4%
-303.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +38.0% | +1.1% | +36.8% | +37.4% |
| 7D | +42.8% | -0.7% | +43.5% | +43.5% |
| 30D | +50.4% | -1.7% | +52.2% | +51.9% |
| 3M | +11.1% | -2.3% | +13.4% | +12.4% |
| 6M | -23.8% | +1.5% | -25.4% | -24.6% |
| YTD | -6.4% | +12.0% | -18.4% | -11.6% |
| 1Y | -11.1% | +12.9% | -24.0% | -16.4% |
| 3Y | -36.9% | +74.9% | -111.8% | -52.3% |
| 5Y | -81.5% | +59.9% | -141.4% | -85.6% |
| 10Y | -78.7% | +224.6% | -303.3% | -89.6% |
| All | -78.7% | +224.4% | -303.0% | -89.6% |
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