+1,405.0%
ISRG price history and return analytics
+346.0%
+1,059.0%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.6% |
| 7D | +4.8% | -2.3% | +7.1% | +7.5% |
| 30D | +9.2% | -5.0% | +14.2% | +15.2% |
| 3M | +21.2% | -4.9% | +26.0% | +27.5% |
| 6M | +0.2% | -1.5% | +1.8% | +1.3% |
| YTD | -20.1% | +8.5% | -28.5% | -27.1% |
| 1Y | -17.3% | +11.4% | -28.7% | -26.7% |
| 3Y | +63.3% | +70.1% | -6.8% | -6.2% |
| 5Y | +24.1% | +53.7% | -29.7% | -19.0% |
| 10Y | +507.0% | +220.0% | +287.0% | +101.5% |
| All | +1,405.0% | +346.0% | +1,059.0% | +266.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling