+57.0%
ISRG vs VIAV
+295.9%
-238.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.6% | +6.4% | +0.9% |
| 7D | -2.0% | +7.9% | -9.9% | -2.1% |
| 30D | +5.6% | -20.3% | +25.9% | +5.7% |
| 3M | +10.5% | -28.5% | +39.1% | +10.8% |
| 6M | +2.6% | -42.7% | +45.3% | +3.9% |
| YTD | -21.7% | +72.4% | -94.1% | -30.6% |
| 1Y | -21.6% | +81.5% | -103.0% | -31.1% |
| 3Y | +57.0% | +293.8% | -236.8% | +22.3% |
| All | +57.0% | +295.9% | -238.8% | +22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling