+23.9%
ISRG vs VO
+32.6%
-8.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.2% | -3.2% |
| 7D | +4.8% | -2.6% | +7.4% | +8.1% |
| 30D | +9.2% | -0.9% | +10.2% | +10.5% |
| 3M | +21.2% | -3.0% | +24.2% | +25.4% |
| 6M | +0.2% | +2.2% | -2.0% | -2.6% |
| YTD | -20.1% | +10.6% | -30.6% | -29.4% |
| 1Y | -17.3% | +12.5% | -29.8% | -28.5% |
| 3Y | +63.3% | +61.4% | +1.9% | -9.2% |
| All | +23.9% | +32.6% | -8.7% | -8.9% |
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