+317.6%
VOO vs BSX
+83.9%
+233.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -0.8% | -10.1% | +9.3% | +3.1% |
| 30D | -1.1% | -16.4% | +15.3% | +5.4% |
| 3M | +3.9% | -8.9% | +12.8% | +6.7% |
| 6M | +13.6% | -38.3% | +51.9% | +34.1% |
| YTD | +12.7% | -54.9% | +67.6% | +49.6% |
| 1Y | +17.6% | -58.8% | +76.4% | +61.9% |
| 3Y | +77.3% | -21.2% | +98.5% | +80.1% |
| 5Y | +84.1% | -3.3% | +87.5% | +67.5% |
| All | +317.6% | +83.9% | +233.7% | +202.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling