-1.0%
ISRG vs VTI
+73.1%
-74.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.5% |
| 7D | -5.0% | -0.4% | -4.7% | -4.6% |
| 30D | -10.2% | -1.6% | -8.6% | -8.4% |
| 3M | -17.2% | +3.6% | -20.8% | -20.7% |
| 6M | -28.4% | +13.0% | -41.5% | -38.7% |
| YTD | -37.6% | +12.7% | -50.3% | -46.4% |
| 1Y | -24.4% | +18.4% | -42.8% | -39.1% |
| 3Y | +18.4% | +76.4% | -58.0% | -43.2% |
| 5Y | -1.0% | +73.7% | -74.7% | -49.3% |
| All | -1.0% | +73.1% | -74.1% | -49.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling