-17.6%
BSX vs VUG
+85.5%
-103.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | -7.0% | +0.1% | -7.1% | -7.1% |
| 30D | -10.9% | -1.7% | -9.2% | -10.3% |
| 3M | -8.2% | +2.8% | -11.0% | -9.4% |
| 6M | -37.5% | +13.6% | -51.1% | -41.1% |
| YTD | -52.8% | +8.1% | -60.9% | -54.6% |
| 1Y | -58.4% | +13.1% | -71.5% | -60.9% |
| All | -17.6% | +85.5% | -103.1% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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