-53.6%
BSX vs VYM
+21.8%
-75.4%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.2% | +4.1% | +4.8% |
| 7D | +8.0% | +1.2% | +6.8% | +7.4% |
| 30D | +8.1% | +5.2% | +2.8% | +5.9% |
| 3M | -6.7% | +0.5% | -7.2% | -6.8% |
| 6M | -19.4% | +7.7% | -27.1% | -21.1% |
| YTD | -51.9% | +17.2% | -69.1% | -54.0% |
| 1Y | -53.6% | +21.7% | -75.3% | -57.4% |
| All | -53.6% | +21.8% | -75.4% | -57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling