-1.0%
ISRG vs VIAV
+136.9%
-137.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.8% |
| 7D | -5.0% | +13.6% | -18.6% | -6.5% |
| 30D | -10.2% | +5.3% | -15.5% | -11.2% |
| 3M | -17.2% | -15.6% | -1.6% | -16.6% |
| 6M | -28.4% | +34.0% | -62.4% | -35.8% |
| YTD | -37.6% | +119.9% | -157.5% | -51.3% |
| 1Y | -24.4% | +235.2% | -259.6% | -48.2% |
| 3Y | +18.4% | +299.8% | -281.3% | -25.5% |
| 5Y | -1.0% | +140.1% | -141.0% | -19.8% |
| All | -1.0% | +136.9% | -137.8% | -19.8% |
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