-2.8%
BSX vs VGT
+136.3%
-139.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.7% |
| 7D | -10.1% | -0.2% | -9.9% | -10.0% |
| 30D | -16.4% | -0.4% | -16.0% | -16.3% |
| 3M | -8.9% | +4.4% | -13.3% | -10.7% |
| 6M | -38.3% | +32.1% | -70.3% | -45.1% |
| YTD | -54.9% | +28.8% | -83.7% | -59.6% |
| 1Y | -58.8% | +35.3% | -94.2% | -64.0% |
| 3Y | -21.2% | +124.8% | -146.0% | -46.2% |
| All | -2.8% | +136.3% | -139.1% | -38.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling