+25.5%
ISRG vs VO
+36.2%
-10.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.0% | +3.1% | -5.1% | -5.5% |
| 30D | +5.6% | +2.2% | +3.4% | +2.9% |
| 3M | +10.5% | -2.5% | +13.0% | +13.7% |
| 6M | +2.6% | +7.0% | -4.3% | -5.4% |
| YTD | -21.7% | +14.0% | -35.7% | -33.2% |
| 1Y | -21.6% | +15.6% | -37.2% | -34.3% |
| 3Y | +57.0% | +66.2% | -9.1% | -15.7% |
| All | +25.5% | +36.2% | -10.7% | -10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling