+57.0%
ISRG vs VTEB
+10.6%
+46.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.1% |
| 7D | -2.0% | -1.2% | -0.8% | -1.0% |
| 30D | +5.6% | +2.5% | +3.1% | +3.7% |
| 3M | +10.5% | -1.7% | +12.2% | +12.6% |
| 6M | +2.6% | -1.2% | +3.9% | +4.3% |
| YTD | -21.7% | -0.5% | -21.2% | -20.7% |
| 1Y | -21.6% | -0.1% | -21.5% | -20.8% |
| 3Y | +57.0% | +10.5% | +46.6% | +39.8% |
| All | +57.0% | +10.6% | +46.5% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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