+83.7%
VOO vs BSX
-3.9%
+87.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -0.8% | -10.1% | +9.3% | +2.1% |
| 30D | -1.1% | -16.4% | +15.3% | +3.7% |
| 3M | +3.9% | -8.9% | +12.8% | +6.0% |
| 6M | +13.6% | -38.3% | +51.9% | +29.8% |
| YTD | +12.7% | -54.9% | +67.6% | +43.0% |
| 1Y | +17.6% | -58.8% | +76.4% | +54.6% |
| 3Y | +77.3% | -21.2% | +98.5% | +72.4% |
| All | +83.7% | -3.9% | +87.6% | +56.0% |
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