+28.2%
VRT vs ISRG
-22.4%
+50.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.7% | +1.3% |
| 7D | +18.6% | -6.1% | +24.7% | +17.8% |
| 30D | -11.7% | +4.2% | -15.9% | -11.0% |
| 3M | -27.3% | +9.6% | -36.9% | -26.3% |
| 6M | -42.9% | +1.9% | -44.7% | -41.8% |
| YTD | +29.5% | -22.3% | +51.8% | +49.0% |
| All | +28.2% | -22.4% | +50.6% | +48.7% |
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