-66.5%
INSG vs VOO
+18.9%
-85.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.1% |
| 7D | +3.1% | -0.4% | +3.5% | +3.8% |
| 30D | -19.5% | -1.4% | -18.1% | -16.4% |
| 3M | -58.9% | +3.7% | -62.6% | -62.4% |
| 6M | -61.7% | +13.0% | -74.7% | -70.7% |
| YTD | -58.1% | +12.4% | -70.6% | -67.2% |
| 1Y | -66.5% | +18.6% | -85.1% | -76.0% |
| All | -66.5% | +18.9% | -85.3% | -76.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling