+5.7%
BSX vs VTV
+706.8%
-701.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -3.5% |
| 7D | -8.2% | -2.1% | -6.1% | -6.3% |
| 30D | -15.8% | -1.3% | -14.5% | -14.7% |
| 3M | -10.8% | +5.6% | -16.5% | -15.3% |
| 6M | -38.4% | +12.4% | -50.8% | -44.9% |
| YTD | -54.8% | +17.6% | -72.4% | -61.4% |
| 1Y | -59.0% | +23.5% | -82.5% | -66.7% |
| 3Y | -20.0% | +67.0% | -87.0% | -51.5% |
| 5Y | -3.1% | +80.5% | -83.6% | -45.6% |
| 10Y | +83.3% | +230.6% | -147.3% | -41.8% |
| All | +5.7% | +706.8% | -701.1% | -86.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling