+9.9%
BSX vs VNQ
+382.8%
-372.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.3% | -3.7% |
| 7D | -8.2% | -2.6% | -5.6% | -7.0% |
| 30D | -15.8% | -2.3% | -13.5% | -14.8% |
| 3M | -10.8% | -2.8% | -8.0% | -9.6% |
| 6M | -38.4% | +2.5% | -40.9% | -39.2% |
| YTD | -54.8% | +8.4% | -63.2% | -56.7% |
| 1Y | -59.0% | +6.8% | -65.8% | -60.5% |
| 3Y | -20.0% | +29.9% | -49.9% | -30.4% |
| 5Y | -3.1% | +7.2% | -10.3% | -8.1% |
| 10Y | +83.3% | +62.5% | +20.8% | +43.5% |
| All | +9.9% | +382.8% | -372.8% | -50.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling