+370.1%
ISRG price history and return analytics
+222.7%
+147.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.7% |
| 7D | -5.0% | -0.1% | -4.9% | -4.9% |
| 30D | -10.2% | -0.7% | -9.5% | -9.4% |
| 3M | -17.2% | +4.0% | -21.2% | -21.3% |
| 6M | -28.4% | +12.3% | -40.7% | -38.6% |
| YTD | -37.6% | +14.0% | -51.7% | -47.6% |
| 1Y | -24.4% | +20.3% | -44.7% | -40.8% |
| 3Y | +18.4% | +75.4% | -57.0% | -42.4% |
| 5Y | -1.0% | +66.0% | -66.9% | -47.3% |
| 10Y | +370.1% | +228.2% | +141.9% | +21.4% |
| All | +370.1% | +222.7% | +147.5% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling