+827.8%
VOO vs ISRG
+1,062.1%
-234.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.5% | -0.1% |
| 7D | +0.1% | -1.6% | +1.7% | +0.6% |
| 30D | +0.1% | -2.3% | +2.3% | +0.6% |
| 3M | +2.0% | -12.4% | +14.5% | +5.4% |
| 6M | +13.0% | -26.8% | +39.9% | +23.2% |
| YTD | +13.6% | -35.3% | +48.8% | +28.7% |
| 1Y | +20.1% | -19.3% | +39.4% | +25.6% |
| 3Y | +77.6% | +18.1% | +59.4% | +60.6% |
| 5Y | +82.4% | +2.6% | +79.8% | +67.4% |
| 10Y | +316.8% | +379.4% | -62.6% | +145.1% |
| All | +827.8% | +1,062.1% | -234.3% | +318.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling