-2.8%
BSX vs VNQ
+7.0%
-9.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.6% |
| 7D | -10.1% | -1.3% | -8.8% | -9.5% |
| 30D | -16.4% | -2.6% | -13.8% | -15.3% |
| 3M | -8.9% | -2.0% | -6.9% | -7.9% |
| 6M | -38.3% | +4.3% | -42.6% | -39.6% |
| YTD | -54.9% | +9.2% | -64.2% | -57.0% |
| 1Y | -58.8% | +5.6% | -64.4% | -60.0% |
| 3Y | -21.2% | +30.8% | -52.1% | -32.4% |
| All | -2.8% | +7.0% | -9.8% | -3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling