-23.2%
ISRG vs VOO
+11.8%
-35.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -1.8% |
| 7D | -6.1% | +3.3% | -9.4% | -8.9% |
| 30D | +4.2% | -2.7% | +6.9% | +6.7% |
| 3M | +9.6% | -1.7% | +11.4% | +11.3% |
| 6M | +1.9% | +3.1% | -1.3% | -1.6% |
| YTD | -22.3% | +11.9% | -34.3% | -30.6% |
| 1Y | -23.2% | +12.1% | -35.2% | -31.5% |
| All | -23.2% | +11.8% | -35.0% | -31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling