-59.9%
BGSF price history and return analytics
+58.5%
-118.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.2% |
| 7D | +8.2% | +2.9% | +5.3% | +6.7% |
| 30D | -16.0% | -2.5% | -13.5% | -14.9% |
| 3M | -29.3% | -3.3% | -25.9% | -28.0% |
| 6M | -28.5% | +1.5% | -30.0% | -29.2% |
| YTD | -17.5% | +11.4% | -28.9% | -22.5% |
| 1Y | -3.5% | +11.9% | -15.4% | -9.6% |
| 3Y | -44.1% | +73.9% | -118.0% | -58.1% |
| 5Y | -59.9% | +57.9% | -117.8% | -69.9% |
| All | -59.9% | +58.5% | -118.4% | -69.9% |
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