+533.8%
ISRG vs VIAV
+315.1%
+218.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.8% | -1.9% |
| 7D | -6.1% | +23.7% | -29.8% | -10.2% |
| 30D | +4.2% | -21.2% | +25.4% | +8.1% |
| 3M | +9.6% | -24.5% | +34.1% | +13.2% |
| 6M | +1.9% | -39.1% | +40.9% | +7.6% |
| YTD | -22.3% | +82.6% | -104.9% | -44.2% |
| 1Y | -23.2% | +82.7% | -105.9% | -45.0% |
| 3Y | +58.5% | +315.1% | -256.5% | -21.6% |
| 5Y | +23.9% | +113.4% | -89.4% | -20.3% |
| All | +533.8% | +315.1% | +218.8% | +252.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling