-10.5%
ISRG vs VSH
+62.1%
-72.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -5.1% | +14.5% | +9.1% |
| 7D | +8.5% | -13.6% | +22.2% | +7.7% |
| 30D | +18.6% | -30.4% | +49.0% | +16.5% |
| 3M | +30.9% | -33.3% | +64.2% | +28.6% |
| 6M | +6.6% | -15.1% | +21.6% | +2.4% |
| YTD | -14.9% | +80.2% | -95.1% | -24.2% |
| 1Y | -10.5% | +63.4% | -73.9% | -19.3% |
| All | -10.5% | +62.1% | -72.6% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling