-19.3%
ISRG vs VIAV
+200.0%
-219.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.7% | -4.5% | -0.6% |
| 7D | -1.6% | -4.6% | +3.0% | -1.8% |
| 30D | -2.3% | -10.4% | +8.1% | -2.7% |
| 3M | -12.4% | -34.5% | +22.0% | -13.4% |
| 6M | -26.8% | +7.0% | -33.8% | -28.1% |
| YTD | -35.3% | +95.6% | -130.9% | -36.6% |
| 1Y | -19.3% | +197.2% | -216.5% | -19.9% |
| All | -19.3% | +200.0% | -219.3% | -19.9% |
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