+55.7%
ISRG vs VRTX
+45.4%
+10.3%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -2.0% |
| 7D | -6.1% | 0.0% | -6.1% | -6.1% |
| 30D | +4.2% | +11.8% | -7.6% | +1.5% |
| 3M | +9.6% | +3.2% | +6.4% | +8.8% |
| 6M | +1.9% | +21.0% | -19.2% | -2.1% |
| YTD | -22.3% | +19.7% | -42.0% | -25.3% |
| 1Y | -23.2% | +25.0% | -48.1% | -26.7% |
| All | +55.7% | +45.4% | +10.3% | +42.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling