+536.3%
ISRG vs VCIT
+30.2%
+506.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.6% |
| 7D | +5.4% | +0.7% | +4.7% | +4.6% |
| 30D | +8.6% | +1.8% | +6.8% | +6.6% |
| 3M | +21.6% | -1.1% | +22.7% | +23.1% |
| 6M | +2.3% | -1.7% | +4.0% | +4.3% |
| YTD | -18.7% | -1.1% | -17.5% | -17.5% |
| 1Y | -17.8% | -0.4% | -17.4% | -17.3% |
| 3Y | +69.1% | +20.5% | +48.6% | +38.1% |
| 5Y | +26.5% | +3.8% | +22.7% | +17.2% |
| 10Y | +536.3% | +31.2% | +505.1% | +495.2% |
| All | +536.3% | +30.2% | +506.0% | +495.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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