+75.8%
VOO vs BSX
-20.3%
+96.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.5% | +0.1% |
| 7D | -2.0% | -8.2% | +6.2% | -0.7% |
| 30D | -1.7% | -15.8% | +14.1% | +1.0% |
| 3M | +4.7% | -10.8% | +15.6% | +6.5% |
| 6M | +12.6% | -38.4% | +50.9% | +22.8% |
| YTD | +11.8% | -54.8% | +66.6% | +31.4% |
| 1Y | +17.5% | -59.0% | +76.6% | +42.9% |
| All | +75.8% | -20.3% | +96.1% | +81.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling