+748.7%
BSX vs VOO
+812.0%
-63.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.6% | -5.3% | -5.4% |
| 7D | -6.4% | +0.5% | -7.0% | -6.9% |
| 30D | -8.8% | -0.9% | -7.8% | -8.0% |
| 3M | -7.6% | +3.9% | -11.5% | -11.2% |
| 6M | -37.0% | +14.5% | -51.5% | -45.0% |
| YTD | -52.8% | +13.0% | -65.8% | -58.4% |
| 1Y | -58.4% | +19.4% | -77.8% | -65.3% |
| 3Y | -16.5% | +78.9% | -95.4% | -54.0% |
| 5Y | -1.2% | +82.3% | -83.4% | -47.4% |
| 10Y | +83.7% | +314.2% | -230.5% | -59.9% |
| All | +748.7% | +812.0% | -63.3% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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