+190.6%
BSX vs VEU
+188.7%
+2.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.7% | +0.6% |
| 7D | -7.0% | +0.3% | -7.4% | -7.3% |
| 30D | -10.9% | +0.7% | -11.6% | -11.3% |
| 3M | -8.2% | +4.7% | -12.9% | -12.0% |
| 6M | -37.5% | +11.6% | -49.1% | -43.4% |
| YTD | -52.8% | +16.8% | -69.6% | -59.1% |
| 1Y | -58.4% | +24.9% | -83.3% | -65.8% |
| 3Y | -16.5% | +75.7% | -92.3% | -48.5% |
| 5Y | -1.0% | +56.1% | -57.1% | -33.2% |
| 10Y | +91.2% | +153.6% | -62.4% | -12.0% |
| All | +190.6% | +188.7% | +2.0% | +1.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling