+14,833.5%
ISRG vs VTI
+964.9%
+13,868.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.5% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | -2.3% | 0.0% | -2.3% | -2.3% |
| 3M | -12.4% | +2.0% | -14.4% | -14.4% |
| 6M | -26.8% | +13.0% | -39.8% | -36.3% |
| YTD | -35.3% | +13.9% | -49.2% | -44.2% |
| 1Y | -19.3% | +20.0% | -39.3% | -34.5% |
| 3Y | +18.1% | +75.8% | -57.7% | -37.1% |
| 5Y | +2.6% | +73.8% | -71.2% | -43.4% |
| 10Y | +379.4% | +297.5% | +82.0% | +10.3% |
| All | +14,833.5% | +964.9% | +13,868.6% | +1,205.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling