+109.6%
VRT vs ISRG
-24.8%
+134.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.9% | -10.5% | -9.6% |
| 7D | +2.4% | -5.0% | +7.4% | +2.5% |
| 30D | -2.7% | -10.2% | +7.5% | -2.3% |
| 3M | -9.2% | -17.2% | +8.0% | -8.9% |
| 6M | -0.5% | -28.4% | +27.9% | +2.8% |
| YTD | +62.3% | -37.6% | +100.0% | +70.4% |
| 1Y | +109.6% | -24.4% | +134.0% | +124.8% |
| All | +109.6% | -24.8% | +134.4% | +124.8% |
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