-21.5%
ISRG vs VEA
+25.8%
-47.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.7% | +1.3% |
| 7D | -5.0% | +0.3% | -5.3% | -5.2% |
| 30D | -10.2% | +0.4% | -10.6% | -10.4% |
| 3M | -17.2% | +4.8% | -22.0% | -19.3% |
| 6M | -28.4% | +11.3% | -39.7% | -32.9% |
| YTD | -37.6% | +17.4% | -55.0% | -44.6% |
| All | -21.5% | +25.8% | -47.3% | -35.0% |
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