+25.2%
ISRG vs VTR
+102.5%
-77.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -2.6% |
| 7D | +2.1% | +3.8% | -1.7% | +0.9% |
| 30D | +6.2% | +10.1% | -4.0% | +2.7% |
| 3M | +14.4% | -1.2% | +15.6% | +14.6% |
| 6M | 0.0% | +4.8% | -4.8% | -2.5% |
| YTD | -20.5% | +18.9% | -39.4% | -26.5% |
| 1Y | -21.9% | +21.8% | -43.7% | -28.5% |
| 3Y | +62.2% | +132.0% | -69.8% | +11.5% |
| 5Y | +25.2% | +94.7% | -69.5% | -6.8% |
| All | +25.2% | +102.5% | -77.3% | -6.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling