+21.2%
VZ vs ISRG
+24.0%
-2.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +0.7% |
| 7D | +2.4% | +2.1% | +0.3% | +2.2% |
| 30D | +11.2% | +6.2% | +5.0% | +10.8% |
| 3M | 0.0% | +14.4% | -14.4% | -0.9% |
| 6M | +1.3% | 0.0% | +1.3% | +0.9% |
| YTD | +21.3% | -20.5% | +41.8% | +22.5% |
| 1Y | +23.9% | -21.9% | +45.8% | +25.3% |
| 3Y | +57.7% | +62.2% | -4.5% | +44.2% |
| 5Y | +21.2% | +25.2% | -4.0% | +8.5% |
| All | +21.2% | +24.0% | -2.8% | +8.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling