+16.8%
ISRG vs VTV
+67.6%
-50.7%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.3% |
| 7D | -5.0% | -0.7% | -4.4% | -4.3% |
| 30D | -10.2% | -0.5% | -9.7% | -9.6% |
| 3M | -17.2% | +5.3% | -22.5% | -21.7% |
| 6M | -28.4% | +12.9% | -41.3% | -37.6% |
| YTD | -37.6% | +18.5% | -56.1% | -48.7% |
| 1Y | -24.4% | +25.3% | -49.7% | -41.9% |
| All | +16.8% | +67.6% | -50.7% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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