-25.5%
ISRG vs VSH
+105.2%
-130.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.5% |
| 7D | -5.2% | +6.2% | -11.4% | -5.0% |
| 30D | -7.6% | -11.1% | +3.6% | -7.9% |
| 3M | -16.4% | -44.9% | +28.6% | -16.4% |
| 6M | -28.6% | +90.0% | -118.5% | -34.6% |
| YTD | -38.2% | +118.8% | -157.0% | -44.8% |
| 1Y | -25.5% | +109.0% | -134.5% | -35.2% |
| All | -25.5% | +105.2% | -130.7% | -35.2% |
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