+17.4%
ISRG vs VIAV
+290.6%
-273.2%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +11.2% | -15.7% | -4.8% |
| 7D | -5.2% | +11.3% | -16.5% | -5.4% |
| 30D | -7.6% | -1.0% | -6.6% | -7.6% |
| 3M | -16.4% | -20.5% | +4.2% | -15.8% |
| 6M | -28.6% | +39.0% | -67.6% | -32.7% |
| YTD | -38.2% | +117.5% | -155.6% | -45.5% |
| 1Y | -25.5% | +233.8% | -259.3% | -39.1% |
| 3Y | +17.4% | +295.4% | -278.0% | -8.2% |
| All | +17.4% | +290.6% | -273.2% | -8.2% |
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