-3.1%
BSX vs VIG
+61.5%
-64.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.7% | -3.7% |
| 7D | -8.2% | -2.2% | -6.0% | -6.4% |
| 30D | -15.8% | -3.2% | -12.6% | -13.4% |
| 3M | -10.8% | +3.0% | -13.9% | -13.0% |
| 6M | -38.4% | +8.1% | -46.5% | -42.2% |
| YTD | -54.8% | +9.1% | -63.9% | -58.1% |
| 1Y | -59.0% | +12.6% | -71.6% | -63.1% |
| 3Y | -20.0% | +55.4% | -75.4% | -46.5% |
| 5Y | -3.1% | +62.8% | -65.8% | -39.0% |
| All | -3.1% | +61.5% | -64.5% | -39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling