-53.6%
BSX vs VIG
+19.5%
-73.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.1% | +3.2% | +4.1% |
| 7D | +8.0% | +2.7% | +5.2% | +6.4% |
| 30D | +8.1% | +7.0% | +1.1% | +4.4% |
| 3M | -6.7% | +4.0% | -10.7% | -8.6% |
| 6M | -19.4% | +12.3% | -31.7% | -22.8% |
| YTD | -51.9% | +16.4% | -68.3% | -55.2% |
| 1Y | -53.6% | +19.2% | -72.9% | -58.0% |
| All | -53.6% | +19.5% | -73.2% | -58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling