+28.1%
ISRG vs VTI
+66.7%
-38.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -1.7% |
| 7D | -6.8% | -0.7% | -6.0% | -6.1% |
| 30D | +5.1% | -1.9% | +7.0% | +7.5% |
| 3M | +12.0% | -1.4% | +13.5% | +13.8% |
| 6M | +7.0% | +3.5% | +3.5% | +2.1% |
| YTD | -20.6% | +12.6% | -33.2% | -31.9% |
| 1Y | -21.4% | +12.7% | -34.2% | -32.7% |
| 3Y | +62.0% | +78.8% | -16.8% | -24.0% |
| 5Y | +28.1% | +67.2% | -39.0% | -30.6% |
| All | +28.1% | +66.7% | -38.5% | -30.6% |
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