+110.6%
BGY price history and return analytics
+357.8%
-247.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.2% | -2.3% |
| 7D | +1.1% | +2.9% | -1.8% | -1.2% |
| 30D | -2.6% | -2.5% | -0.1% | -0.5% |
| 3M | -5.0% | -3.3% | -1.7% | -2.3% |
| 6M | -1.9% | +1.5% | -3.4% | -3.2% |
| YTD | -0.2% | +11.4% | -11.5% | -8.8% |
| 1Y | +2.2% | +11.9% | -9.7% | -7.0% |
| 3Y | +43.5% | +73.9% | -30.4% | -10.4% |
| 5Y | +29.1% | +57.9% | -28.8% | -13.2% |
| 10Y | +116.4% | +222.6% | -106.3% | -23.4% |
| All | +110.6% | +357.8% | -247.2% | -45.6% |
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