+370.1%
ISRG vs VOO
+315.3%
+54.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.3% | +1.4% |
| 7D | -5.0% | -0.4% | -4.7% | -4.6% |
| 30D | -10.2% | -1.4% | -8.8% | -8.6% |
| 3M | -17.2% | +3.7% | -20.9% | -20.8% |
| 6M | -28.4% | +13.0% | -41.5% | -38.6% |
| YTD | -37.6% | +12.4% | -50.1% | -46.2% |
| 1Y | -24.4% | +18.6% | -43.0% | -39.0% |
| 3Y | +18.4% | +78.1% | -59.6% | -42.0% |
| 5Y | -1.0% | +82.3% | -83.2% | -51.8% |
| 10Y | +370.1% | +322.5% | +47.6% | -3.1% |
| All | +370.1% | +315.3% | +54.8% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling