-2.8%
BSX vs VWO
+34.0%
-36.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | -10.1% | -1.8% | -8.3% | -9.4% |
| 30D | -16.4% | -0.1% | -16.3% | -16.4% |
| 3M | -8.9% | +2.2% | -11.1% | -9.9% |
| 6M | -38.3% | +8.8% | -47.0% | -40.8% |
| YTD | -54.9% | +12.4% | -67.3% | -57.5% |
| 1Y | -58.8% | +15.6% | -74.4% | -61.7% |
| 3Y | -21.2% | +62.5% | -83.7% | -38.8% |
| All | -2.8% | +34.0% | -36.8% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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