-17.3%
ISRG vs VO
+11.7%
-29.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.2% | -3.2% |
| 7D | +4.8% | -2.6% | +7.4% | +7.2% |
| 30D | +9.2% | -0.9% | +10.2% | +10.3% |
| 3M | +21.2% | -3.0% | +24.2% | +24.5% |
| 6M | +0.2% | +2.2% | -2.0% | -1.5% |
| YTD | -20.1% | +10.6% | -30.6% | -26.7% |
| 1Y | -17.3% | +12.5% | -29.8% | -25.5% |
| All | -17.3% | +11.7% | -29.0% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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