+25.5%
ISRG vs VXUS
+45.4%
-20.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.9% |
| 7D | -2.0% | +2.1% | -4.2% | -4.1% |
| 30D | +5.6% | -1.1% | +6.7% | +6.8% |
| 3M | +10.5% | -5.6% | +16.2% | +16.9% |
| 6M | +2.6% | -2.3% | +4.9% | +3.9% |
| YTD | -21.7% | +10.4% | -32.0% | -31.4% |
| 1Y | -21.6% | +13.1% | -34.6% | -33.2% |
| 3Y | +57.0% | +68.0% | -11.0% | -17.1% |
| All | +25.5% | +45.4% | -20.0% | -16.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling