-10.5%
ISRG vs VIAV
+72.0%
-82.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -2.2% | +11.6% | +9.2% |
| 7D | +8.5% | -14.7% | +23.3% | +7.4% |
| 30D | +18.6% | -37.4% | +56.0% | +15.3% |
| 3M | +30.9% | -27.1% | +58.0% | +29.0% |
| 6M | +6.6% | -44.0% | +50.6% | +4.8% |
| YTD | -14.9% | +64.9% | -79.7% | -21.7% |
| 1Y | -10.5% | +75.3% | -85.8% | -19.8% |
| All | -10.5% | +72.0% | -82.5% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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