+18,461.9%
ISRG vs VO
+827.2%
+17,634.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.6% |
| 7D | -1.6% | -0.3% | -1.3% | -1.3% |
| 30D | -2.3% | -0.3% | -1.9% | -1.9% |
| 3M | -12.4% | +2.9% | -15.4% | -15.1% |
| 6M | -26.8% | +9.3% | -36.2% | -33.6% |
| YTD | -35.3% | +14.2% | -49.4% | -43.9% |
| 1Y | -19.3% | +15.3% | -34.6% | -30.8% |
| 3Y | +18.1% | +56.2% | -38.1% | -26.4% |
| 5Y | +2.6% | +42.4% | -39.8% | -28.1% |
| 10Y | +379.4% | +194.7% | +184.7% | +60.3% |
| All | +18,461.9% | +827.2% | +17,634.6% | +1,348.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling