+551.4%
ISRG vs VRTX
+481.1%
+70.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.7% | -2.1% |
| 7D | +2.1% | +3.2% | -1.1% | +1.0% |
| 30D | +6.2% | +7.4% | -1.3% | +3.3% |
| 3M | +14.4% | +4.6% | +9.8% | +12.4% |
| 6M | 0.0% | +27.5% | -27.5% | -8.4% |
| YTD | -20.5% | +20.9% | -41.4% | -26.3% |
| 1Y | -21.9% | +30.1% | -52.0% | -29.5% |
| 3Y | +62.2% | +46.6% | +15.6% | +34.2% |
| 5Y | +25.2% | +191.6% | -166.4% | -21.7% |
| All | +551.4% | +481.1% | +70.3% | +271.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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