+28.4%
ISRG vs VCIT
+3.7%
+24.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -3.1% |
| 7D | +4.4% | +0.5% | +4.0% | +3.8% |
| 30D | +15.8% | +2.1% | +13.7% | +12.6% |
| 3M | +24.9% | -1.6% | +26.4% | +27.5% |
| 6M | +3.8% | -1.6% | +5.4% | +6.1% |
| YTD | -17.3% | -1.5% | -15.8% | -15.5% |
| 1Y | -14.6% | -0.4% | -14.2% | -14.0% |
| 3Y | +68.2% | +19.6% | +48.6% | +31.5% |
| 5Y | +28.4% | +3.3% | +25.1% | +14.8% |
| All | +28.4% | +3.7% | +24.7% | +14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling