+82.3%
VOO vs ISRG
-2.2%
+84.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.3% | -0.7% |
| 7D | -0.4% | -5.0% | +4.7% | +1.2% |
| 30D | -1.4% | -10.2% | +8.8% | +1.8% |
| 3M | +3.7% | -17.2% | +20.9% | +9.0% |
| 6M | +13.0% | -28.4% | +41.5% | +24.2% |
| YTD | +12.4% | -37.6% | +50.1% | +29.2% |
| 1Y | +18.6% | -24.4% | +43.0% | +26.7% |
| 3Y | +78.1% | +18.4% | +59.6% | +58.2% |
| 5Y | +82.3% | -1.0% | +83.2% | +62.5% |
| All | +82.3% | -2.2% | +84.4% | +62.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling