+28.1%
ISRG vs VIAV
+116.1%
-88.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.4% | -6.5% | -0.7% |
| 7D | -6.8% | +12.3% | -19.1% | -7.9% |
| 30D | +5.1% | -21.0% | +26.1% | +7.0% |
| 3M | +12.0% | -14.1% | +26.1% | +12.2% |
| 6M | +7.0% | -39.9% | +46.9% | +11.2% |
| YTD | -20.6% | +85.2% | -105.8% | -37.4% |
| 1Y | -21.4% | +84.3% | -105.7% | -38.2% |
| 3Y | +62.0% | +320.9% | -258.9% | -6.5% |
| 5Y | +28.1% | +117.5% | -89.4% | +2.1% |
| All | +28.1% | +116.1% | -88.0% | +2.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling