+22,612.5%
ISRG vs VRSN
+105.2%
+22,507.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +1.9% |
| 7D | +5.4% | -0.8% | +6.3% | +5.7% |
| 30D | +8.6% | +0.7% | +7.9% | +8.5% |
| 3M | +21.6% | +4.1% | +17.4% | +20.4% |
| 6M | +2.3% | +6.7% | -4.4% | +0.4% |
| YTD | -18.7% | +27.1% | -45.7% | -23.6% |
| 1Y | -17.8% | +28.0% | -45.7% | -22.9% |
| 3Y | +69.1% | +52.6% | +16.5% | +51.1% |
| 5Y | +26.5% | +33.3% | -6.8% | +16.7% |
| 10Y | +536.3% | +279.5% | +256.8% | +387.3% |
| All | +22,612.5% | +105.2% | +22,507.4% | +13,133.4% |
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