+539.2%
ISRG vs VTI
+289.3%
+249.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.3% |
| 7D | -2.0% | +2.5% | -4.6% | -5.0% |
| 30D | +5.6% | -1.5% | +7.1% | +7.4% |
| 3M | +10.5% | -3.2% | +13.7% | +14.8% |
| 6M | +2.6% | +2.3% | +0.3% | -0.6% |
| YTD | -21.7% | +11.6% | -33.3% | -31.9% |
| 1Y | -21.6% | +13.8% | -35.3% | -33.4% |
| 3Y | +57.0% | +77.4% | -20.4% | -22.9% |
| 5Y | +25.0% | +64.6% | -39.6% | -31.3% |
| All | +539.2% | +289.3% | +249.9% | +38.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling