+19.2%
ISRG vs VXUS
+73.9%
-54.7%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -1.3% |
| 7D | -1.6% | +1.0% | -2.6% | -2.4% |
| 30D | -2.3% | +2.2% | -4.5% | -4.1% |
| 3M | -12.4% | +3.0% | -15.4% | -15.0% |
| 6M | -26.8% | +10.7% | -37.5% | -33.9% |
| YTD | -35.3% | +17.8% | -53.1% | -45.4% |
| 1Y | -19.3% | +27.6% | -46.9% | -37.6% |
| All | +19.2% | +73.9% | -54.7% | -36.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling