-23.2%
ISRG vs VSH
+97.1%
-120.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.6% | +2.5% | -2.4% |
| 7D | -6.1% | +26.2% | -32.3% | -4.9% |
| 30D | +4.2% | -12.5% | +16.7% | +3.7% |
| 3M | +9.6% | -16.9% | +26.5% | +8.8% |
| 6M | +1.9% | -17.0% | +18.8% | -1.5% |
| YTD | -22.3% | +93.8% | -116.2% | -32.2% |
| 1Y | -23.2% | +99.3% | -122.5% | -33.6% |
| All | -23.2% | +97.1% | -120.3% | -33.6% |
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