-24.4%
ISRG vs VUG
+13.3%
-37.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.2% |
| 7D | -5.0% | +0.1% | -5.1% | -5.1% |
| 30D | -10.2% | -1.7% | -8.5% | -9.3% |
| 3M | -17.2% | +2.8% | -20.0% | -18.7% |
| 6M | -28.4% | +13.6% | -42.0% | -34.9% |
| YTD | -37.6% | +8.1% | -45.7% | -41.3% |
| 1Y | -24.4% | +13.1% | -37.5% | -29.3% |
| All | -24.4% | +13.3% | -37.7% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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