-19.3%
ISRG vs VGT
+40.8%
-60.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.2% | -0.9% |
| 7D | -1.6% | +1.0% | -2.6% | -1.8% |
| 30D | -2.3% | +1.3% | -3.6% | -2.6% |
| 3M | -12.4% | -1.1% | -11.3% | -12.1% |
| 6M | -26.8% | +32.6% | -59.5% | -36.4% |
| YTD | -35.3% | +29.0% | -64.2% | -43.0% |
| 1Y | -19.3% | +39.7% | -59.0% | -27.4% |
| All | -19.3% | +40.8% | -60.1% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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