+1,141.9%
VZ vs BSX
+1,024.7%
+117.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.1% |
| 7D | +0.1% | +2.0% | -2.0% | -0.2% |
| 30D | +7.9% | +0.1% | +7.8% | +7.8% |
| 3M | +13.6% | -2.1% | +15.8% | +13.9% |
| 6M | +1.1% | -33.8% | +34.9% | +6.1% |
| YTD | +29.3% | -49.9% | +79.2% | +40.3% |
| 1Y | +21.2% | -55.4% | +76.7% | +33.5% |
| 3Y | +75.9% | -10.9% | +86.8% | +75.6% |
| 5Y | +24.1% | +6.4% | +17.7% | +20.3% |
| 10Y | +62.4% | +97.0% | -34.6% | +43.0% |
| All | +1,141.9% | +1,024.7% | +117.2% | +781.2% |
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