+76.9%
VOO vs ISRG
+17.7%
+59.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.3% | -0.7% |
| 7D | -0.4% | -5.0% | +4.7% | +0.9% |
| 30D | -1.4% | -10.2% | +8.8% | +1.2% |
| 3M | +3.7% | -17.2% | +20.9% | +8.1% |
| 6M | +13.0% | -28.4% | +41.5% | +22.4% |
| YTD | +12.4% | -37.6% | +50.1% | +26.6% |
| 1Y | +18.6% | -24.4% | +43.0% | +25.4% |
| All | +76.9% | +17.7% | +59.1% | +66.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling