+1,072.1%
VZ vs BSX
+961.9%
+110.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.3% | +0.5% |
| 7D | +0.9% | -1.5% | +2.4% | +1.1% |
| 30D | +8.9% | +2.9% | +6.0% | +8.4% |
| 3M | +0.1% | -11.8% | +12.0% | +1.5% |
| 6M | +1.9% | -15.4% | +17.3% | +3.7% |
| YTD | +22.0% | -52.7% | +74.7% | +33.2% |
| 1Y | +22.1% | -56.0% | +78.1% | +34.5% |
| 3Y | +58.7% | -12.5% | +71.1% | +58.5% |
| 5Y | +22.3% | +7.6% | +14.8% | +18.3% |
| 10Y | +71.6% | +109.9% | -38.3% | +49.8% |
| All | +1,072.1% | +961.9% | +110.2% | +736.6% |
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