-58.8%
BSX vs VNQ
+7.2%
-66.0%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | -10.1% | -1.3% | -8.8% | -9.7% |
| 30D | -16.4% | -2.6% | -13.8% | -15.6% |
| 3M | -8.9% | -2.0% | -6.9% | -8.2% |
| 6M | -38.3% | +4.3% | -42.6% | -38.2% |
| YTD | -54.9% | +9.2% | -64.2% | -55.2% |
| 1Y | -58.8% | +5.6% | -64.4% | -58.8% |
| All | -58.8% | +7.2% | -66.0% | -58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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