+539.2%
ISRG vs VEU
+149.9%
+389.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -2.0% | +2.1% | -4.1% | -4.2% |
| 30D | +5.6% | -0.9% | +6.5% | +6.6% |
| 3M | +10.5% | -5.4% | +15.9% | +17.0% |
| 6M | +2.6% | -1.8% | +4.4% | +3.4% |
| YTD | -21.7% | +10.9% | -32.6% | -31.9% |
| 1Y | -21.6% | +13.6% | -35.1% | -33.6% |
| 3Y | +57.0% | +69.3% | -12.2% | -16.6% |
| 5Y | +25.0% | +48.1% | -23.1% | -21.7% |
| All | +539.2% | +149.9% | +389.3% | +164.3% |
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