-37.5%
BGSF price history and return analytics
+217.6%
-255.1%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.0% | +4.0% |
| 7D | -2.9% | -0.1% | -2.7% | -2.4% |
| 30D | -14.3% | -3.1% | -11.3% | -11.4% |
| 3M | -26.8% | -3.5% | -23.3% | -24.0% |
| 6M | -22.6% | +0.5% | -23.1% | -23.5% |
| YTD | -12.1% | +10.8% | -22.9% | -22.0% |
| 1Y | +6.8% | +11.9% | -5.1% | -6.2% |
| 3Y | -40.4% | +73.0% | -113.4% | -68.1% |
| 5Y | -55.1% | +58.6% | -113.8% | -74.0% |
| 10Y | -37.5% | +219.2% | -256.7% | -85.2% |
| All | -37.5% | +217.6% | -255.1% | -85.2% |
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