-10.5%
ISRG vs VTI
+14.8%
-25.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.5% | +7.8% | +7.9% |
| 7D | +8.5% | -0.6% | +9.1% | +9.1% |
| 30D | +18.6% | -1.0% | +19.6% | +19.6% |
| 3M | +30.9% | -0.8% | +31.7% | +31.8% |
| 6M | +6.6% | +7.1% | -0.5% | -0.9% |
| YTD | -14.9% | +13.4% | -28.3% | -24.7% |
| 1Y | -10.5% | +14.9% | -25.4% | -22.0% |
| All | -10.5% | +14.8% | -25.3% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 1y: compounded portfolio wealth divided by compounded VTI 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…
1y analysis · Full analysis span regression · 6 months rolling