+12.1%
BGSF price history and return analytics
+232.4%
-220.3%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.8% | -2.7% |
| 7D | -18.9% | -2.3% | -16.6% | -17.1% |
| 30D | -26.8% | -5.0% | -21.9% | -23.6% |
| 3M | -39.2% | -4.9% | -34.3% | -36.6% |
| 6M | -32.3% | -1.5% | -30.7% | -31.9% |
| YTD | -25.7% | +8.5% | -34.2% | -31.6% |
| 1Y | +5.2% | +11.4% | -6.2% | -5.3% |
| 3Y | -48.1% | +70.1% | -118.1% | -68.4% |
| 5Y | -58.8% | +53.7% | -112.5% | -72.9% |
| 10Y | -47.2% | +220.0% | -267.1% | -77.9% |
| All | +12.1% | +232.4% | -220.3% | -53.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling