-85.4%
INSG vs VOO
+315.3%
-400.7%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.7% |
| 7D | +3.1% | -0.4% | +3.5% | +3.5% |
| 30D | -19.5% | -1.4% | -18.1% | -17.8% |
| 3M | -58.9% | +3.7% | -62.6% | -60.7% |
| 6M | -61.7% | +13.0% | -74.7% | -67.4% |
| YTD | -58.1% | +12.4% | -70.6% | -63.9% |
| 1Y | -66.5% | +18.6% | -85.1% | -73.0% |
| 3Y | -14.0% | +78.1% | -92.1% | -59.9% |
| 5Y | -94.9% | +82.3% | -177.2% | -97.6% |
| 10Y | -85.4% | +322.5% | -408.0% | -97.3% |
| All | -85.4% | +315.3% | -400.7% | -97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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