+17.4%
ISRG vs VTI
+77.6%
-60.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -3.9% |
| 7D | -5.2% | +0.6% | -5.8% | -5.9% |
| 30D | -7.6% | -1.1% | -6.5% | -6.4% |
| 3M | -16.4% | +3.9% | -20.3% | -19.9% |
| 6M | -28.6% | +14.6% | -43.2% | -39.1% |
| YTD | -38.2% | +13.3% | -51.5% | -46.6% |
| 1Y | -25.5% | +19.2% | -44.7% | -39.5% |
| 3Y | +17.4% | +77.4% | -60.0% | -42.8% |
| All | +17.4% | +77.6% | -60.1% | -42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling