+550.7%
ISRG vs VOO
+314.4%
+236.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -1.7% |
| 7D | -6.8% | -0.9% | -5.8% | -5.9% |
| 30D | +5.1% | -2.3% | +7.5% | +8.1% |
| 3M | +12.0% | -1.2% | +13.2% | +13.5% |
| 6M | +7.0% | +3.3% | +3.7% | +2.3% |
| YTD | -20.6% | +12.3% | -32.9% | -31.6% |
| 1Y | -21.4% | +12.5% | -33.9% | -32.4% |
| 3Y | +62.0% | +79.2% | -17.2% | -21.8% |
| 5Y | +28.1% | +75.7% | -47.5% | -35.2% |
| 10Y | +550.7% | +313.7% | +237.0% | +27.4% |
| All | +550.7% | +314.4% | +236.3% | +27.4% |
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