+763.7%
IVV vs BSX
+249.2%
+514.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.3% |
| 7D | +3.3% | -1.0% | +4.3% | +3.6% |
| 30D | -2.7% | +2.1% | -4.7% | -3.4% |
| 3M | -1.7% | -14.0% | +12.3% | +1.9% |
| 6M | +3.2% | -18.3% | +21.5% | +7.7% |
| YTD | +12.0% | -53.6% | +65.6% | +35.3% |
| 1Y | +12.1% | -57.6% | +69.7% | +38.7% |
| 3Y | +78.6% | -14.3% | +92.9% | +79.9% |
| 5Y | +73.8% | +5.1% | +68.8% | +64.2% |
| 10Y | +312.1% | +105.6% | +206.6% | +221.9% |
| All | +763.7% | +249.2% | +514.5% | +387.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling