-21.2%
BSX vs VIG
+55.8%
-77.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.8% |
| 7D | -10.1% | -1.1% | -9.0% | -9.3% |
| 30D | -16.4% | -2.7% | -13.7% | -14.6% |
| 3M | -8.9% | +2.5% | -11.4% | -10.4% |
| 6M | -38.3% | +9.2% | -47.5% | -42.0% |
| YTD | -54.9% | +9.8% | -64.8% | -58.0% |
| 1Y | -58.8% | +12.4% | -71.2% | -62.4% |
| 3Y | -21.2% | +55.9% | -77.1% | -45.3% |
| All | -21.2% | +55.8% | -77.0% | -45.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling