+423.9%
BSX vs VCIT
+96.4%
+327.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.1% | -4.1% | -4.2% |
| 7D | +1.8% | +0.1% | +1.7% | +1.8% |
| 30D | +2.8% | +1.9% | +0.9% | +2.1% |
| 3M | -13.3% | -1.4% | -11.8% | -12.8% |
| 6M | -23.7% | -2.1% | -21.5% | -23.0% |
| YTD | -55.2% | -1.6% | -53.5% | -54.9% |
| 1Y | -56.8% | -0.9% | -55.9% | -56.7% |
| 3Y | -19.0% | +20.0% | -39.0% | -24.0% |
| 5Y | -0.9% | +3.1% | -4.1% | -4.7% |
| 10Y | +98.3% | +28.7% | +69.6% | +96.6% |
| All | +423.9% | +96.4% | +327.5% | +585.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling