+536.3%
ISRG vs OVV
+48.9%
+487.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +5.4% | -10.7% | +16.2% | +7.0% |
| 30D | +8.6% | -5.3% | +13.9% | +9.2% |
| 3M | +21.6% | +2.4% | +19.2% | +20.8% |
| 6M | +2.3% | +5.7% | -3.3% | +0.7% |
| YTD | -18.7% | +56.8% | -75.4% | -24.9% |
| 1Y | -17.8% | +59.3% | -77.0% | -24.3% |
| 3Y | +69.1% | +49.0% | +20.1% | +54.6% |
| 5Y | +26.5% | +88.1% | -61.7% | +9.3% |
| 10Y | +536.3% | +42.5% | +493.7% | +363.0% |
| All | +536.3% | +48.9% | +487.4% | +363.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 10y: compounded portfolio wealth divided by compounded OVV 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…
10y analysis · Full analysis span regression · 6 months rolling