+3,501.7%
ISRG vs VEU
+174.3%
+3,327.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.3% | -1.4% |
| 7D | -6.1% | +2.4% | -8.5% | -8.1% |
| 30D | +4.2% | -2.0% | +6.2% | +6.1% |
| 3M | +9.6% | -5.1% | +14.8% | +14.7% |
| 6M | +1.9% | -0.7% | +2.6% | +1.6% |
| YTD | -22.3% | +11.0% | -33.3% | -30.4% |
| 1Y | -23.2% | +12.4% | -35.5% | -31.9% |
| 3Y | +58.5% | +69.8% | -11.3% | -3.0% |
| 5Y | +23.9% | +48.2% | -24.3% | -13.2% |
| 10Y | +536.7% | +148.1% | +388.6% | +193.9% |
| All | +3,501.7% | +174.3% | +3,327.4% | +1,300.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling