+374.7%
ISRG vs VTI
+301.7%
+73.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.7% | +2.8% |
| 7D | -2.5% | -2.0% | -0.5% | -0.1% |
| 30D | -10.2% | -1.9% | -8.2% | -8.0% |
| 3M | -12.5% | +4.5% | -17.1% | -17.1% |
| 6M | -25.8% | +12.6% | -38.4% | -36.0% |
| YTD | -36.4% | +12.0% | -48.4% | -44.7% |
| 1Y | -19.9% | +17.3% | -37.2% | -34.3% |
| 3Y | +20.9% | +75.3% | -54.5% | -39.4% |
| 5Y | +5.7% | +74.0% | -68.3% | -45.4% |
| All | +374.7% | +301.7% | +73.0% | +8.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling