-10.5%
ISRG vs VEA
+20.4%
-31.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.1% | +7.3% | +8.5% |
| 7D | +8.5% | +0.7% | +7.9% | +8.2% |
| 30D | +18.6% | -0.4% | +19.0% | +18.7% |
| 3M | +30.9% | -1.7% | +32.6% | +31.6% |
| 6M | +6.6% | +5.1% | +1.5% | +2.7% |
| YTD | -14.9% | +14.4% | -29.3% | -23.1% |
| 1Y | -10.5% | +20.5% | -31.1% | -23.0% |
| All | -10.5% | +20.4% | -31.0% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 1y: compounded portfolio wealth divided by compounded VEA 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…
1y analysis · Full analysis span regression · 6 months rolling