+500.7%
ISRG vs OVV
+50.1%
+450.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.7% | -3.3% |
| 7D | +4.8% | -16.7% | +21.5% | +7.3% |
| 30D | +9.2% | -1.5% | +10.7% | +9.2% |
| 3M | +21.2% | +1.6% | +19.6% | +20.5% |
| 6M | +0.2% | +2.0% | -1.8% | -0.8% |
| YTD | -20.1% | +56.8% | -76.9% | -26.2% |
| 1Y | -17.3% | +64.8% | -82.2% | -24.3% |
| 3Y | +63.3% | +38.3% | +25.0% | +50.9% |
| 5Y | +24.1% | +84.9% | -60.8% | +7.5% |
| All | +500.7% | +50.1% | +450.6% | +335.9% |
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