+25.5%
ISRG vs VNQ
+6.7%
+18.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.0% | +0.8% | -2.8% | -2.6% |
| 30D | +5.6% | +6.8% | -1.2% | +0.2% |
| 3M | +10.5% | -1.3% | +11.8% | +11.8% |
| 6M | +2.6% | +2.4% | +0.2% | +0.7% |
| YTD | -21.7% | +12.1% | -33.8% | -29.1% |
| 1Y | -21.6% | +12.0% | -33.5% | -28.9% |
| 3Y | +57.0% | +44.8% | +12.3% | +11.2% |
| All | +25.5% | +6.7% | +18.8% | +27.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling