-17.3%
ISRG vs VLO
+105.7%
-123.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.4% | -2.0% | -3.6% |
| 7D | +4.8% | -13.3% | +18.1% | +2.7% |
| 30D | +9.2% | -18.3% | +27.5% | +6.4% |
| 3M | +21.2% | +14.3% | +6.8% | +23.0% |
| 6M | +0.2% | +47.6% | -47.4% | +4.9% |
| YTD | -20.1% | +116.0% | -136.0% | -16.6% |
| 1Y | -17.3% | +101.0% | -118.3% | -13.5% |
| All | -17.3% | +105.7% | -123.0% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 1y: compounded portfolio wealth divided by compounded VLO 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…
1y analysis · Full analysis span regression · 6 months rolling