+370.1%
ISRG vs VEA
+160.2%
+209.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.8% |
| 7D | -5.0% | +0.3% | -5.3% | -5.4% |
| 30D | -10.2% | +0.4% | -10.6% | -10.7% |
| 3M | -17.2% | +4.8% | -22.0% | -21.9% |
| 6M | -28.4% | +11.3% | -39.7% | -37.4% |
| YTD | -37.6% | +17.4% | -55.0% | -48.9% |
| 1Y | -24.4% | +26.2% | -50.6% | -43.1% |
| 3Y | +18.4% | +77.7% | -59.3% | -40.2% |
| 5Y | -1.0% | +60.9% | -61.9% | -43.3% |
| 10Y | +370.1% | +163.6% | +206.6% | +66.4% |
| All | +370.1% | +160.2% | +209.9% | +66.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling