+43.7%
BSX vs VWO
+317.6%
-274.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.5% | -2.6% | -3.3% |
| 7D | -8.2% | -1.7% | -6.5% | -7.3% |
| 30D | -15.8% | -0.3% | -15.5% | -15.6% |
| 3M | -10.8% | +4.0% | -14.8% | -13.1% |
| 6M | -38.4% | +8.1% | -46.5% | -41.6% |
| YTD | -54.8% | +11.6% | -66.4% | -58.0% |
| 1Y | -59.0% | +16.2% | -75.3% | -62.9% |
| 3Y | -20.0% | +63.3% | -83.3% | -41.1% |
| 5Y | -3.1% | +33.4% | -36.4% | -20.6% |
| 10Y | +83.3% | +113.3% | -30.0% | +13.2% |
| All | +43.7% | +317.6% | -274.0% | -36.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling