+58.7%
ISRG vs VLTO
+56.1%
+2.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.4% |
| 7D | +5.4% | +2.0% | +3.4% | +4.6% |
| 30D | +8.6% | +21.8% | -13.2% | -0.5% |
| 3M | +21.6% | +20.2% | +1.4% | +12.0% |
| 6M | +2.3% | +36.3% | -34.0% | -10.9% |
| YTD | -18.7% | +18.8% | -37.5% | -25.1% |
| 1Y | -17.8% | +20.4% | -38.2% | -24.8% |
| 3Y | +69.1% | +71.9% | -2.8% | +41.9% |
| All | +58.7% | +56.1% | +2.5% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling