+22.4%
VZ vs ISRG
-17.2%
+39.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.4% | -0.9% |
| 7D | +2.1% | +4.8% | -2.7% | +2.2% |
| 30D | +1.4% | +9.2% | -7.9% | +1.4% |
| 3M | -1.3% | +21.2% | -22.4% | -1.3% |
| 6M | -0.5% | +0.2% | -0.8% | -2.5% |
| YTD | +19.6% | -20.1% | +39.7% | +15.2% |
| 1Y | +22.4% | -17.3% | +39.7% | +18.4% |
| All | +22.4% | -17.2% | +39.6% | +18.4% |
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 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