+3,671.0%
ISRG vs VEU
+176.1%
+3,494.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.8% | -1.1% | -0.8% |
| 7D | +5.4% | +0.8% | +4.7% | +4.8% |
| 30D | +8.6% | -1.6% | +10.3% | +10.2% |
| 3M | +21.6% | -4.2% | +25.8% | +26.0% |
| 6M | +2.3% | -1.5% | +3.8% | +2.8% |
| YTD | -18.7% | +11.7% | -30.4% | -27.5% |
| 1Y | -17.8% | +15.6% | -33.3% | -28.9% |
| 3Y | +69.1% | +71.7% | -2.7% | +2.4% |
| 5Y | +26.5% | +49.5% | -23.0% | -12.2% |
| 10Y | +536.3% | +145.6% | +390.6% | +196.0% |
| All | +3,671.0% | +176.1% | +3,494.9% | +1,357.9% |
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