+722.3%
ISRG vs VEEV
+623.9%
+98.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.3% | +2.4% | +0.1% |
| 7D | -1.6% | -0.6% | -1.0% | -1.4% |
| 30D | -2.3% | +28.8% | -31.1% | -9.9% |
| 3M | -12.4% | +54.0% | -66.5% | -23.6% |
| 6M | -26.8% | +46.0% | -72.8% | -35.6% |
| YTD | -35.3% | +23.2% | -58.5% | -40.1% |
| 1Y | -19.3% | +1.9% | -21.2% | -21.4% |
| 3Y | +18.1% | +27.0% | -8.9% | +4.8% |
| 5Y | +2.6% | -13.4% | +16.0% | -1.7% |
| 10Y | +379.4% | +575.2% | -195.8% | +203.6% |
| All | +722.3% | +623.9% | +98.4% | +380.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling