+112.5%
BGY price history and return analytics
+355.4%
-242.9%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.8% | +0.8% |
| 7D | +2.6% | -0.1% | +2.8% | +2.7% |
| 30D | -3.3% | -3.1% | -0.2% | -0.8% |
| 3M | -4.3% | -3.5% | -0.8% | -1.5% |
| 6M | -1.0% | +0.5% | -1.5% | -1.5% |
| YTD | +0.7% | +10.8% | -10.0% | -7.6% |
| 1Y | +3.3% | +11.9% | -8.6% | -6.0% |
| 3Y | +44.8% | +73.0% | -28.2% | -9.2% |
| 5Y | +30.6% | +58.6% | -28.0% | -12.6% |
| 10Y | +115.2% | +219.2% | -104.0% | -23.1% |
| All | +112.5% | +355.4% | -242.9% | -44.9% |
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 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