-19.9%
ISRG vs VTR
+35.8%
-55.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.9% | +2.0% |
| 7D | -2.5% | -1.8% | -0.7% | -2.5% |
| 30D | -10.2% | +4.0% | -14.2% | -10.2% |
| 3M | -12.5% | +7.8% | -20.4% | -13.4% |
| 6M | -25.8% | +6.4% | -32.2% | -26.2% |
| YTD | -36.4% | +18.3% | -54.7% | -36.5% |
| 1Y | -19.9% | +33.9% | -53.8% | -20.0% |
| All | -19.9% | +35.8% | -55.7% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 1y: compounded portfolio wealth divided by compounded VTR 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…
1y analysis · Full analysis span regression · 6 months rolling