-19.3%
ISRG vs VEU
+28.8%
-48.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.4% | -1.1% |
| 7D | -1.6% | +1.1% | -2.7% | -2.1% |
| 30D | -2.3% | +2.2% | -4.4% | -3.3% |
| 3M | -12.4% | +3.0% | -15.4% | -13.9% |
| 6M | -26.8% | +10.9% | -37.7% | -31.3% |
| YTD | -35.3% | +18.2% | -53.4% | -42.7% |
| 1Y | -19.3% | +28.3% | -47.6% | -32.5% |
| All | -19.3% | +28.8% | -48.1% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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