+89.6%
VRT vs BSX
-59.2%
+148.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.6% |
| 7D | -8.4% | -10.1% | +1.7% | -9.8% |
| 30D | -10.9% | -16.4% | +5.6% | -13.0% |
| 3M | -13.7% | -8.9% | -4.8% | -13.9% |
| 6M | -4.1% | -38.3% | +34.1% | -4.3% |
| YTD | +58.7% | -54.9% | +113.7% | +53.6% |
| 1Y | +89.6% | -58.8% | +148.4% | +72.7% |
| All | +89.6% | -59.2% | +148.9% | +72.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling