+314.1%
VOO vs ISRG
+380.4%
-66.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.6% | -1.3% |
| 7D | -2.0% | -2.5% | +0.6% | -1.1% |
| 30D | -1.7% | -10.2% | +8.5% | +2.1% |
| 3M | +4.7% | -12.5% | +17.3% | +8.7% |
| 6M | +12.6% | -25.8% | +38.4% | +23.6% |
| YTD | +11.8% | -36.4% | +48.1% | +30.0% |
| 1Y | +17.5% | -19.9% | +37.4% | +23.9% |
| 3Y | +77.0% | +20.9% | +56.1% | +53.7% |
| 5Y | +82.6% | +5.7% | +76.9% | +61.3% |
| All | +314.1% | +380.4% | -66.3% | +124.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling