+62.2%
ISRG vs VT
+74.4%
-12.3%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.8% |
| 7D | +2.1% | -0.1% | +2.2% | +2.3% |
| 30D | +6.2% | -3.1% | +9.2% | +9.8% |
| 3M | +14.4% | -3.5% | +17.9% | +18.8% |
| 6M | 0.0% | +0.5% | -0.5% | -1.3% |
| YTD | -20.5% | +10.8% | -31.3% | -30.5% |
| 1Y | -21.9% | +11.9% | -33.8% | -32.6% |
| 3Y | +62.2% | +73.0% | -10.8% | -20.7% |
| All | +62.2% | +74.4% | -12.3% | -20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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