-21.2%
BSX vs VNQ
+30.7%
-51.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.6% |
| 7D | -10.1% | -1.3% | -8.8% | -9.6% |
| 30D | -16.4% | -2.6% | -13.8% | -15.5% |
| 3M | -8.9% | -2.0% | -6.9% | -8.1% |
| 6M | -38.3% | +4.3% | -42.6% | -39.2% |
| YTD | -54.9% | +9.2% | -64.2% | -56.5% |
| 1Y | -58.8% | +5.6% | -64.4% | -59.7% |
| 3Y | -21.2% | +30.8% | -52.1% | -27.9% |
| All | -21.2% | +30.7% | -51.9% | -27.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling