-21.0%
BSX vs VGT
+121.2%
-142.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -3.9% |
| 7D | -8.2% | -1.0% | -7.2% | -8.0% |
| 30D | -15.8% | -0.4% | -15.4% | -15.7% |
| 3M | -10.8% | +6.6% | -17.5% | -12.6% |
| 6M | -38.4% | +31.0% | -69.4% | -43.6% |
| YTD | -54.8% | +27.2% | -82.0% | -58.3% |
| 1Y | -59.0% | +34.5% | -93.5% | -63.1% |
| All | -21.0% | +121.2% | -142.2% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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