+370.1%
ISRG vs VEU
+150.1%
+220.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.7% |
| 7D | -5.0% | +0.3% | -5.3% | -5.3% |
| 30D | -10.2% | +0.7% | -10.9% | -10.9% |
| 3M | -17.2% | +4.7% | -21.9% | -21.7% |
| 6M | -28.4% | +11.6% | -40.1% | -37.6% |
| YTD | -37.6% | +16.8% | -54.4% | -48.5% |
| 1Y | -24.4% | +24.9% | -49.3% | -42.3% |
| 3Y | +18.4% | +75.7% | -57.3% | -39.2% |
| 5Y | -1.0% | +56.1% | -57.1% | -41.2% |
| 10Y | +370.1% | +153.6% | +216.5% | +75.5% |
| All | +370.1% | +150.1% | +220.1% | +75.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling