+356.0%
ISRG vs VXUS
+145.9%
+210.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.1% |
| 7D | -5.2% | +1.6% | -6.7% | -6.8% |
| 30D | -7.6% | +1.0% | -8.6% | -8.6% |
| 3M | -16.4% | +5.7% | -22.0% | -21.7% |
| 6M | -28.6% | +13.6% | -42.1% | -38.9% |
| YTD | -38.2% | +17.4% | -55.6% | -49.3% |
| 1Y | -25.5% | +25.1% | -50.6% | -43.2% |
| 3Y | +17.4% | +75.8% | -58.4% | -39.9% |
| 5Y | -3.0% | +55.4% | -58.3% | -42.1% |
| 10Y | +356.0% | +146.4% | +209.6% | +72.1% |
| All | +356.0% | +145.9% | +210.1% | +72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded VXUS 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling