+22.1%
VZ vs BSX
-55.5%
+77.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.3% | +0.6% |
| 7D | +0.9% | -1.5% | +2.4% | +1.0% |
| 30D | +8.9% | +2.9% | +6.0% | +8.7% |
| 3M | +0.1% | -11.8% | +12.0% | +0.9% |
| 6M | +1.9% | -15.4% | +17.3% | +2.0% |
| YTD | +22.0% | -52.7% | +74.7% | +23.7% |
| 1Y | +22.1% | -56.0% | +78.1% | +24.9% |
| All | +22.1% | -55.5% | +77.6% | +24.9% |
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