+81.0%
BSX vs VTI
+305.0%
-224.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -1.0% |
| 7D | -10.1% | -0.9% | -9.2% | -9.4% |
| 30D | -16.4% | -1.4% | -15.0% | -15.3% |
| 3M | -8.9% | +3.6% | -12.5% | -11.8% |
| 6M | -38.3% | +13.6% | -51.9% | -45.0% |
| YTD | -54.9% | +12.9% | -67.8% | -59.7% |
| 1Y | -58.8% | +17.2% | -76.0% | -64.5% |
| 3Y | -21.2% | +75.7% | -96.9% | -53.7% |
| 5Y | -3.3% | +75.4% | -78.8% | -43.8% |
| All | +81.0% | +305.0% | -224.1% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 10y: compounded portfolio wealth divided by compounded VTI 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…
10y analysis · Full analysis span regression · 6 months rolling