+5.1%
BSX vs VT
+58.5%
-53.5%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.4% | -1.7% |
| 7D | -1.0% | +2.9% | -3.9% | -2.8% |
| 30D | +2.1% | -2.5% | +4.6% | +3.7% |
| 3M | -14.0% | -3.3% | -10.7% | -12.2% |
| 6M | -18.3% | +1.5% | -19.8% | -19.5% |
| YTD | -53.6% | +11.4% | -65.0% | -57.4% |
| 1Y | -57.6% | +11.9% | -69.5% | -61.2% |
| 3Y | -14.3% | +73.9% | -88.2% | -44.3% |
| 5Y | +5.1% | +57.9% | -52.8% | -23.8% |
| All | +5.1% | +58.5% | -53.5% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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