+2.0%
ISRG vs VSAT
+51.9%
-49.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.0% | -5.9% | -1.2% |
| 7D | -1.6% | +11.8% | -13.4% | -2.5% |
| 30D | -2.3% | -7.0% | +4.8% | -1.8% |
| 3M | -12.4% | +3.3% | -15.7% | -13.4% |
| 6M | -26.8% | +57.4% | -84.3% | -30.7% |
| YTD | -35.3% | +118.6% | -153.8% | -40.7% |
| 1Y | -19.3% | +150.2% | -169.6% | -27.5% |
| 3Y | +18.1% | +160.7% | -142.6% | +1.0% |
| All | +2.0% | +51.9% | -49.9% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 5y: compounded portfolio wealth divided by compounded VSAT 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…
5y analysis · Full analysis span regression · 6 months rolling