-87.8%
BGS price history and return analytics
+53.4%
-141.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | +7.8% | -2.3% | +10.1% | +9.1% |
| 30D | -1.2% | -5.0% | +3.8% | +1.4% |
| 3M | -24.6% | -4.9% | -19.7% | -22.7% |
| 6M | -50.9% | -1.5% | -49.4% | -50.8% |
| YTD | -36.2% | +8.5% | -44.7% | -39.4% |
| 1Y | -42.3% | +11.4% | -53.6% | -46.0% |
| 3Y | -59.7% | +70.1% | -129.7% | -70.9% |
| All | -87.8% | +53.4% | -141.2% | -91.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling