-55.4%
BSX vs VSH
+118.1%
-173.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.4% | -2.6% | +1.9% |
| 7D | +2.0% | +4.1% | -2.0% | +2.1% |
| 30D | +0.1% | -4.2% | +4.3% | 0.0% |
| 3M | -2.1% | -50.0% | +47.8% | -2.4% |
| 6M | -33.8% | +80.2% | -114.0% | -37.3% |
| YTD | -49.9% | +121.1% | -171.0% | -52.7% |
| 1Y | -55.4% | +112.0% | -167.4% | -58.4% |
| All | -55.4% | +118.1% | -173.6% | -58.4% |
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