+63.3%
ISRG vs VSH
+6.8%
+56.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +5.7% | -9.1% | -3.8% |
| 7D | +4.8% | -12.9% | +17.8% | +5.8% |
| 30D | +9.2% | -36.9% | +46.1% | +13.1% |
| 3M | +21.2% | -28.8% | +49.9% | +23.5% |
| 6M | +0.2% | -30.3% | +30.5% | -2.3% |
| YTD | -20.1% | +62.4% | -82.4% | -35.7% |
| 1Y | -17.3% | +62.5% | -79.9% | -33.7% |
| 3Y | +63.3% | +7.4% | +55.9% | +34.3% |
| All | +63.3% | +6.8% | +56.5% | +34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling