+57.0%
ISRG vs VSH
+31.2%
+25.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.2% | +5.1% | +1.2% |
| 7D | -2.0% | +14.3% | -16.4% | -3.1% |
| 30D | +5.6% | -7.9% | +13.4% | +5.8% |
| 3M | +10.5% | -19.9% | +30.4% | +11.7% |
| 6M | +2.6% | -30.5% | +33.1% | +1.7% |
| YTD | -21.7% | +85.7% | -107.3% | -37.7% |
| 1Y | -21.6% | +98.9% | -120.5% | -38.7% |
| 3Y | +57.0% | +32.1% | +24.9% | +25.9% |
| All | +57.0% | +31.2% | +25.8% | +25.9% |
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