+1,058.5%
VZ vs BSX
+935.8%
+122.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.0% | -2.2% | +0.4% |
| 7D | +2.2% | -0.7% | +2.9% | +2.3% |
| 30D | +10.6% | +3.0% | +7.6% | +10.1% |
| 3M | -0.6% | -10.7% | +10.1% | +0.6% |
| 6M | +0.7% | -18.4% | +19.1% | +3.0% |
| YTD | +20.6% | -53.8% | +74.4% | +32.0% |
| 1Y | +22.7% | -56.0% | +78.7% | +35.2% |
| 3Y | +57.2% | -14.4% | +71.6% | +57.5% |
| 5Y | +21.4% | +2.9% | +18.5% | +18.1% |
| 10Y | +65.5% | +101.6% | -36.1% | +45.2% |
| All | +1,058.5% | +935.8% | +122.8% | +729.6% |
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