-2.8%
BSX vs VUG
+77.1%
-79.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.7% |
| 7D | -10.1% | -0.5% | -9.6% | -9.9% |
| 30D | -16.4% | -1.0% | -15.5% | -16.1% |
| 3M | -8.9% | +3.5% | -12.4% | -10.6% |
| 6M | -38.3% | +14.2% | -52.5% | -42.4% |
| YTD | -54.9% | +8.5% | -63.4% | -56.9% |
| 1Y | -58.8% | +12.9% | -71.7% | -61.5% |
| 3Y | -21.2% | +85.6% | -106.9% | -43.4% |
| All | -2.8% | +77.1% | -79.9% | -30.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling