+15,780.3%
ISRG vs VNQ
+399.1%
+15,381.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.0% | +0.8% | -2.8% | -2.5% |
| 30D | +5.6% | +6.8% | -1.2% | +1.7% |
| 3M | +10.5% | -1.3% | +11.8% | +11.4% |
| 6M | +2.6% | +2.4% | +0.2% | +1.3% |
| YTD | -21.7% | +12.1% | -33.8% | -26.8% |
| 1Y | -21.6% | +12.0% | -33.5% | -26.7% |
| 3Y | +57.0% | +44.8% | +12.3% | +26.0% |
| 5Y | +25.0% | +6.9% | +18.1% | +20.4% |
| 10Y | +542.1% | +82.9% | +459.2% | +359.3% |
| All | +15,780.3% | +399.1% | +15,381.2% | +4,621.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling