-19.0%
BSX vs VCIT
+19.7%
-38.7%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.1% | -4.1% | -4.1% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | +2.8% | +1.9% | +0.9% | +1.5% |
| 3M | -13.3% | -1.4% | -11.8% | -12.5% |
| 6M | -23.7% | -2.1% | -21.5% | -22.6% |
| YTD | -55.2% | -1.6% | -53.5% | -54.6% |
| 1Y | -56.8% | -0.9% | -55.9% | -56.5% |
| 3Y | -19.0% | +20.0% | -39.0% | -26.3% |
| All | -19.0% | +19.7% | -38.7% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 3y: compounded portfolio wealth divided by compounded VCIT 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…
3y analysis · Full analysis span regression · 6 months rolling