-21.2%
BSX vs VTV
+67.6%
-88.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.8% |
| 7D | -10.1% | -1.1% | -9.0% | -9.3% |
| 30D | -16.4% | -1.0% | -15.4% | -15.7% |
| 3M | -8.9% | +4.6% | -13.5% | -11.6% |
| 6M | -38.3% | +13.5% | -51.8% | -43.4% |
| YTD | -54.9% | +18.5% | -73.4% | -60.2% |
| 1Y | -58.8% | +22.9% | -81.7% | -64.6% |
| 3Y | -21.2% | +67.8% | -89.1% | -46.6% |
| All | -21.2% | +67.6% | -88.8% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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