-21.0%
BSX vs VEU
+72.0%
-93.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.3% | -2.9% | -3.6% |
| 7D | -8.2% | -1.9% | -6.3% | -7.5% |
| 30D | -15.8% | -0.7% | -15.1% | -15.5% |
| 3M | -10.8% | +4.9% | -15.7% | -12.8% |
| 6M | -38.4% | +9.8% | -48.2% | -41.2% |
| YTD | -54.8% | +15.3% | -70.1% | -58.2% |
| 1Y | -59.0% | +23.0% | -82.1% | -63.6% |
| All | -21.0% | +72.0% | -93.0% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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