-21.9%
ISRG vs VXUS
+13.3%
-35.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.0% |
| 7D | +2.1% | +0.5% | +1.6% | +2.0% |
| 30D | +6.2% | -2.5% | +8.7% | +7.3% |
| 3M | +14.4% | -4.6% | +19.0% | +16.5% |
| 6M | 0.0% | -2.6% | +2.6% | +0.5% |
| YTD | -20.5% | +10.4% | -30.9% | -26.3% |
| 1Y | -21.9% | +12.9% | -34.8% | -28.9% |
| All | -21.9% | +13.3% | -35.2% | -28.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling