-33.5%
BGS price history and return analytics
+13.0%
-46.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.6% | +3.8% | +5.4% |
| 7D | +10.4% | +0.4% | +10.0% | +10.2% |
| 30D | +10.8% | -2.6% | +13.4% | +11.4% |
| 3M | -22.0% | -3.2% | -18.8% | -21.4% |
| 6M | -47.5% | +0.9% | -48.4% | -47.9% |
| YTD | -32.1% | +11.3% | -43.4% | -36.3% |
| All | -33.5% | +13.0% | -46.5% | -38.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling