-3.0%
ISRG vs VGT
+133.4%
-136.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.2% | -4.3% | -4.4% |
| 7D | -5.2% | +1.8% | -7.0% | -6.4% |
| 30D | -7.6% | -0.3% | -7.2% | -7.5% |
| 3M | -16.4% | +3.4% | -19.7% | -19.5% |
| 6M | -28.6% | +35.0% | -63.5% | -45.4% |
| YTD | -38.2% | +28.8% | -66.9% | -51.0% |
| 1Y | -25.5% | +38.0% | -63.5% | -44.7% |
| 3Y | +17.4% | +125.8% | -108.4% | -45.3% |
| 5Y | -3.0% | +134.7% | -137.7% | -56.5% |
| All | -3.0% | +133.4% | -136.3% | -56.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling