-2.8%
BSX price history and return analytics
+65.7%
-68.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.9% |
| 7D | -10.1% | -1.1% | -9.0% | -9.4% |
| 30D | -16.4% | -1.0% | -15.4% | -15.8% |
| 3M | -8.9% | +3.2% | -12.0% | -10.9% |
| 6M | -38.3% | +12.5% | -50.8% | -43.5% |
| YTD | -54.9% | +14.1% | -69.0% | -59.3% |
| 1Y | -58.8% | +18.9% | -77.7% | -64.0% |
| 3Y | -21.2% | +74.1% | -95.3% | -49.0% |
| All | -2.8% | +65.7% | -68.5% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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