-53.6%
BSX vs VSH
+62.1%
-115.7%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -5.1% | +10.4% | +5.1% |
| 7D | +8.0% | -13.6% | +21.6% | +7.4% |
| 30D | +8.1% | -30.4% | +38.4% | +6.8% |
| 3M | -6.7% | -33.3% | +26.6% | -7.7% |
| 6M | -19.4% | -15.1% | -4.3% | -21.3% |
| YTD | -51.9% | +80.2% | -132.2% | -54.5% |
| 1Y | -53.6% | +63.4% | -117.0% | -55.9% |
| All | -53.6% | +62.1% | -115.7% | -55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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