+356.0%
ISRG vs VRSN
+274.2%
+81.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.4% | -1.1% | -2.6% |
| 7D | -5.2% | -2.1% | -3.0% | -4.0% |
| 30D | -7.6% | -3.9% | -3.6% | -5.7% |
| 3M | -16.4% | -0.1% | -16.2% | -17.1% |
| 6M | -28.6% | +16.4% | -45.0% | -36.1% |
| YTD | -38.2% | +17.2% | -55.4% | -45.3% |
| 1Y | -25.5% | +1.0% | -26.5% | -28.3% |
| 3Y | +17.4% | +39.1% | -21.7% | -11.2% |
| 5Y | -3.0% | +29.0% | -32.0% | -23.6% |
| 10Y | +356.0% | +275.8% | +80.1% | +137.6% |
| All | +356.0% | +274.2% | +81.8% | +137.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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