+67.7%
V vs BSX
-1.2%
+68.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -2.9% | -7.0% | +4.1% | -0.7% |
| 30D | +1.9% | -10.9% | +12.8% | +5.4% |
| 3M | +13.2% | -8.2% | +21.4% | +15.7% |
| 6M | +16.7% | -37.5% | +54.2% | +34.9% |
| YTD | +5.4% | -52.8% | +58.2% | +34.9% |
| 1Y | +7.7% | -58.4% | +66.1% | +45.9% |
| 3Y | +52.0% | -16.5% | +68.5% | +44.6% |
| 5Y | +67.7% | -1.0% | +68.7% | +43.5% |
| All | +67.7% | -1.2% | +68.9% | +43.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling