+56.0%
ISRG vs VLTO
+54.8%
+1.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.5% | -3.8% | -3.6% |
| 7D | +4.8% | +5.4% | -0.6% | +2.5% |
| 30D | +9.2% | +22.3% | -13.1% | -0.1% |
| 3M | +21.2% | +19.6% | +1.5% | +11.8% |
| 6M | +0.2% | +35.2% | -34.9% | -12.4% |
| YTD | -20.1% | +17.9% | -37.9% | -26.1% |
| 1Y | -17.3% | +19.5% | -36.9% | -24.1% |
| 3Y | +63.3% | +73.9% | -10.6% | +36.9% |
| All | +56.0% | +54.8% | +1.1% | +33.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling