-10.5%
ISRG vs VTRS
+90.6%
-101.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.6% | +7.8% | +9.0% |
| 7D | +8.5% | +2.4% | +6.1% | +8.0% |
| 30D | +18.6% | +9.1% | +9.5% | +16.3% |
| 3M | +30.9% | +9.4% | +21.5% | +28.2% |
| 6M | +6.6% | +28.3% | -21.8% | +1.9% |
| YTD | -14.9% | +58.0% | -72.9% | -19.7% |
| 1Y | -10.5% | +89.7% | -100.2% | -16.3% |
| All | -10.5% | +90.6% | -101.2% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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