+26.3%
ISRG vs VLTO
+27.2%
-0.9%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.1% |
| 7D | -1.6% | -2.3% | +0.7% | -0.6% |
| 30D | -2.3% | -0.9% | -1.4% | -1.9% |
| 3M | -12.4% | +13.8% | -26.3% | -17.4% |
| 6M | -26.8% | +2.0% | -28.8% | -27.7% |
| YTD | -35.3% | -3.2% | -32.1% | -34.7% |
| 1Y | -19.3% | -9.2% | -10.2% | -16.4% |
| All | +26.3% | +27.2% | -0.9% | +18.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling