-21.6%
ISRG vs VEU
+12.4%
-34.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | -2.0% | +2.1% | -4.1% | -2.9% |
| 30D | +5.6% | -0.9% | +6.5% | +6.0% |
| 3M | +10.5% | -5.4% | +15.9% | +13.0% |
| 6M | +2.6% | -1.8% | +4.4% | +2.7% |
| YTD | -21.7% | +10.9% | -32.6% | -27.5% |
| 1Y | -21.6% | +13.6% | -35.1% | -28.8% |
| All | -21.6% | +12.4% | -34.0% | -28.8% |
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