+1,066.8%
ISRG vs VOO
+817.1%
+249.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.4% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | -2.3% | +0.1% | -2.3% | -2.3% |
| 3M | -12.4% | +2.0% | -14.5% | -14.5% |
| 6M | -26.8% | +13.0% | -39.9% | -36.5% |
| YTD | -35.3% | +13.6% | -48.8% | -44.1% |
| 1Y | -19.3% | +20.1% | -39.4% | -34.6% |
| 3Y | +18.1% | +77.6% | -59.4% | -38.0% |
| 5Y | +2.6% | +82.4% | -79.8% | -46.5% |
| 10Y | +379.4% | +316.8% | +62.6% | +12.0% |
| All | +1,066.8% | +817.1% | +249.7% | +19.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling