+1,539.5%
ISRG vs VEA
+170.4%
+1,369.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.3% | -1.2% |
| 7D | -1.6% | +1.0% | -2.5% | -2.5% |
| 30D | -2.3% | +1.9% | -4.2% | -4.1% |
| 3M | -12.4% | +3.2% | -15.7% | -15.5% |
| 6M | -26.8% | +10.2% | -37.1% | -33.9% |
| YTD | -35.3% | +18.9% | -54.1% | -45.6% |
| 1Y | -19.3% | +29.3% | -48.7% | -37.3% |
| 3Y | +18.1% | +76.8% | -58.6% | -31.2% |
| 5Y | +2.6% | +61.2% | -58.6% | -34.2% |
| 10Y | +379.4% | +163.3% | +216.1% | +104.0% |
| All | +1,539.5% | +170.4% | +1,369.1% | +536.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling