-2.8%
BSX vs VSH
+74.2%
-77.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.1% | -6.4% | -0.9% |
| 7D | -10.1% | +4.8% | -14.8% | -10.5% |
| 30D | -16.4% | -0.7% | -15.7% | -16.4% |
| 3M | -8.9% | -43.1% | +34.2% | -4.0% |
| 6M | -38.3% | +91.8% | -130.1% | -46.6% |
| YTD | -54.9% | +131.6% | -186.5% | -62.4% |
| 1Y | -58.8% | +118.1% | -176.9% | -65.5% |
| 3Y | -21.2% | +40.9% | -62.1% | -29.5% |
| All | -2.8% | +74.2% | -77.0% | -20.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling