-3.0%
ISRG vs VEEV
-14.3%
+11.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.7% | -0.8% | -3.3% |
| 7D | -5.2% | -5.2% | 0.0% | -3.5% |
| 30D | -7.6% | +14.9% | -22.5% | -12.4% |
| 3M | -16.4% | +58.4% | -74.7% | -29.2% |
| 6M | -28.6% | +35.5% | -64.0% | -36.7% |
| YTD | -38.2% | +18.6% | -56.8% | -42.7% |
| 1Y | -25.5% | -6.3% | -19.2% | -25.3% |
| 3Y | +17.4% | +20.2% | -2.8% | +3.5% |
| 5Y | -3.0% | -13.8% | +10.8% | -3.2% |
| All | -3.0% | -14.3% | +11.3% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 5y: compounded portfolio wealth divided by compounded VEEV 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…
5y analysis · Full analysis span regression · 6 months rolling