+14.8%
IVV vs ISRG
-11.6%
+26.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +9.4% | -7.8% | +0.4% |
| 7D | -0.7% | +8.5% | -9.2% | -1.8% |
| 30D | -1.0% | +18.6% | -19.6% | -3.3% |
| 3M | -0.3% | +30.9% | -31.2% | -3.9% |
| 6M | +7.4% | +6.6% | +0.8% | +7.2% |
| YTD | +13.4% | -14.9% | +28.2% | +19.1% |
| 1Y | +14.8% | -10.5% | +25.3% | +18.7% |
| All | +14.8% | -11.6% | +26.4% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG 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 ISRG 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