+17.4%
ISRG vs VEA
+79.2%
-61.7%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.2% |
| 7D | -5.2% | +1.9% | -7.0% | -6.6% |
| 30D | -7.6% | +0.8% | -8.3% | -8.2% |
| 3M | -16.4% | +5.7% | -22.0% | -20.5% |
| 6M | -28.6% | +13.3% | -41.9% | -36.8% |
| YTD | -38.2% | +18.4% | -56.6% | -48.0% |
| 1Y | -25.5% | +27.0% | -52.4% | -41.9% |
| 3Y | +17.4% | +79.3% | -61.9% | -37.8% |
| All | +17.4% | +79.2% | -61.7% | -37.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling