+1,118.8%
ISRG vs VT
+374.2%
+744.6%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.6% | +0.4% | -2.0% | -2.1% |
| 30D | -2.3% | +1.0% | -3.2% | -3.3% |
| 3M | -12.4% | +2.4% | -14.8% | -14.8% |
| 6M | -26.8% | +12.0% | -38.8% | -35.4% |
| YTD | -35.3% | +15.3% | -50.6% | -44.6% |
| 1Y | -19.3% | +22.6% | -41.9% | -35.3% |
| 3Y | +18.1% | +74.7% | -56.5% | -33.9% |
| 5Y | +2.6% | +66.1% | -63.5% | -38.1% |
| 10Y | +379.4% | +225.0% | +154.4% | +55.8% |
| All | +1,118.8% | +374.2% | +744.6% | +178.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling