+1,340.7%
ISRG vs VOO
+777.9%
+562.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.7% | -3.7% |
| 7D | +4.8% | -2.7% | +7.5% | +8.1% |
| 30D | +9.2% | -5.4% | +14.6% | +16.2% |
| 3M | +21.2% | -4.1% | +25.2% | +26.8% |
| 6M | +0.2% | +0.7% | -0.5% | -0.9% |
| YTD | -20.1% | +8.7% | -28.8% | -27.5% |
| 1Y | -17.3% | +11.0% | -28.3% | -26.8% |
| 3Y | +63.3% | +75.5% | -12.1% | -13.4% |
| 5Y | +24.1% | +68.4% | -44.3% | -29.5% |
| 10Y | +507.0% | +315.7% | +191.3% | +43.4% |
| All | +1,340.7% | +777.9% | +562.8% | +54.4% |
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 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