+16.8%
ISRG vs VTRS
+84.4%
-67.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.5% | +1.0% |
| 7D | -5.0% | -3.5% | -1.6% | -4.3% |
| 30D | -10.2% | +2.1% | -12.3% | -10.6% |
| 3M | -17.2% | +2.6% | -19.8% | -17.7% |
| 6M | -28.4% | +17.8% | -46.2% | -30.9% |
| YTD | -37.6% | +35.7% | -73.3% | -41.6% |
| 1Y | -24.4% | +63.5% | -87.9% | -32.1% |
| All | +16.8% | +84.4% | -67.6% | -2.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling