+25.9%
VZ vs BSX
-0.1%
+26.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.9% | +6.4% | +1.3% |
| 7D | +0.2% | -6.4% | +6.7% | +1.0% |
| 30D | +7.1% | -8.8% | +15.9% | +8.2% |
| 3M | +12.8% | -7.6% | +20.5% | +13.6% |
| 6M | +1.8% | -37.0% | +38.8% | +6.8% |
| YTD | +30.0% | -52.8% | +82.8% | +41.5% |
| 1Y | +24.3% | -58.4% | +82.7% | +38.0% |
| 3Y | +84.3% | -16.5% | +100.8% | +75.2% |
| 5Y | +25.9% | -1.2% | +27.1% | +14.4% |
| All | +25.9% | -0.1% | +26.0% | +14.4% |
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