+16.8%
ISRG vs VTEB
+9.0%
+7.9%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.3% |
| 7D | -5.0% | -0.7% | -4.3% | -4.4% |
| 30D | -10.2% | -2.1% | -8.1% | -8.5% |
| 3M | -17.2% | -2.7% | -14.5% | -15.2% |
| 6M | -28.4% | -2.1% | -26.3% | -27.0% |
| YTD | -37.6% | -1.1% | -36.5% | -36.8% |
| 1Y | -24.4% | +1.3% | -25.8% | -24.6% |
| All | +16.8% | +9.0% | +7.9% | +4.6% |
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