+59.1%
ISRG vs VXUS
+70.6%
-11.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | -0.9% |
| 7D | -6.8% | -0.5% | -6.2% | -6.4% |
| 30D | +5.1% | -1.2% | +6.3% | +6.1% |
| 3M | +12.0% | -3.8% | +15.9% | +15.4% |
| 6M | +7.0% | -1.7% | +8.7% | +7.5% |
| YTD | -20.6% | +11.4% | -32.0% | -30.0% |
| 1Y | -21.4% | +13.3% | -34.8% | -31.9% |
| All | +59.1% | +70.6% | -11.5% | -10.8% |
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