+2,723.0%
VRT vs BSX
+43.6%
+2,679.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.8% | +2.5% | +3.5% |
| 7D | +9.1% | +2.0% | +7.1% | +8.0% |
| 30D | +0.9% | +0.1% | +0.8% | +0.3% |
| 3M | -13.4% | -2.1% | -11.2% | -13.7% |
| 6M | +11.7% | -33.8% | +45.5% | +33.8% |
| YTD | +73.2% | -49.9% | +123.1% | +137.9% |
| 1Y | +123.4% | -55.4% | +178.9% | +225.9% |
| 3Y | +606.2% | -10.9% | +617.0% | +608.2% |
| 5Y | +899.9% | +6.4% | +893.5% | +798.8% |
| All | +2,723.0% | +43.6% | +2,679.5% | +1,981.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling