+22,093.8%
ISRG vs VRSN
+108.7%
+21,985.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -2.7% |
| 7D | +2.1% | -0.9% | +3.0% | +2.3% |
| 30D | +6.2% | +2.4% | +3.7% | +5.6% |
| 3M | +14.4% | +6.4% | +8.0% | +12.7% |
| 6M | 0.0% | +8.6% | -8.6% | -2.2% |
| YTD | -20.5% | +29.3% | -49.8% | -25.6% |
| 1Y | -21.9% | +27.2% | -49.1% | -26.7% |
| 3Y | +62.2% | +52.8% | +9.3% | +44.8% |
| 5Y | +25.2% | +36.7% | -11.5% | +14.9% |
| 10Y | +537.3% | +290.8% | +246.5% | +385.1% |
| All | +22,093.8% | +108.7% | +21,985.1% | +12,779.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling