+123.4%
VRT vs ISRG
-16.8%
+140.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.8% | +5.2% | +4.4% |
| 7D | +9.1% | -1.6% | +10.7% | +9.2% |
| 30D | +0.9% | -2.3% | +3.2% | +0.9% |
| 3M | -13.4% | -12.4% | -0.9% | -13.3% |
| 6M | +11.7% | -26.8% | +38.5% | +15.4% |
| YTD | +73.2% | -35.3% | +108.5% | +80.7% |
| 1Y | +123.4% | -19.3% | +142.7% | +143.8% |
| All | +123.4% | -16.8% | +140.2% | +143.8% |
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