+18.6%
IVV vs BSX
-58.3%
+76.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -0.4% | -7.0% | +6.7% | -0.2% |
| 30D | -1.4% | -10.9% | +9.5% | -1.1% |
| 3M | +3.7% | -8.2% | +11.9% | +4.0% |
| 6M | +13.0% | -37.5% | +50.5% | +14.2% |
| YTD | +12.4% | -52.8% | +65.3% | +14.5% |
| 1Y | +18.6% | -58.4% | +77.0% | +19.2% |
| All | +18.6% | -58.3% | +76.9% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 BSX 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