+611.0%
VRT vs ISRG
+20.0%
+591.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.8% | +5.2% | +4.8% |
| 7D | +9.1% | -1.6% | +10.7% | +10.0% |
| 30D | +0.9% | -2.3% | +3.2% | +1.6% |
| 3M | -13.4% | -12.4% | -0.9% | -8.9% |
| 6M | +11.7% | -26.8% | +38.5% | +30.8% |
| YTD | +73.2% | -35.3% | +108.5% | +121.0% |
| 1Y | +123.4% | -19.3% | +142.7% | +136.2% |
| All | +611.0% | +20.0% | +591.0% | +547.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling