-55.4%
BSX vs VYM
+21.4%
-76.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.0% |
| 7D | +2.0% | 0.0% | +2.1% | +2.0% |
| 30D | +0.1% | -0.5% | +0.7% | +0.4% |
| 3M | -2.1% | +3.0% | -5.2% | -3.1% |
| 6M | -33.8% | +8.2% | -42.0% | -35.4% |
| YTD | -49.9% | +15.8% | -65.7% | -52.0% |
| 1Y | -55.4% | +20.8% | -76.3% | -58.3% |
| All | -55.4% | +21.4% | -76.9% | -58.3% |
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