-21.2%
BSX vs VTR
+132.9%
-154.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | -10.1% | -0.3% | -9.8% | -10.0% |
| 30D | -16.4% | +1.1% | -17.5% | -16.6% |
| 3M | -8.9% | +7.9% | -16.8% | -10.6% |
| 6M | -38.3% | +6.2% | -44.4% | -39.3% |
| YTD | -54.9% | +17.7% | -72.7% | -56.7% |
| 1Y | -58.8% | +32.9% | -91.7% | -61.7% |
| 3Y | -21.2% | +129.7% | -150.9% | -34.1% |
| All | -21.2% | +132.9% | -154.1% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 3y: compounded portfolio wealth divided by compounded VTR 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…
3y analysis · Full analysis span regression · 6 months rolling