-19.0%
ISRG vs VNQ
+7.2%
-26.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.7% | +1.7% | +2.0% |
| 7D | +0.7% | -1.3% | +1.9% | +1.5% |
| 30D | -8.0% | -2.6% | -5.4% | -6.5% |
| 3M | -10.6% | -2.0% | -8.6% | -9.5% |
| 6M | -25.1% | +4.3% | -29.4% | -26.9% |
| YTD | -34.8% | +9.2% | -44.1% | -38.7% |
| 1Y | -19.0% | +5.6% | -24.6% | -21.1% |
| All | -19.0% | +7.2% | -26.3% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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