+50.7%
INSG vs VOO
+78.4%
-27.7%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.3% | +6.4% | +3.9% |
| 7D | -6.8% | +0.1% | -6.9% | -5.4% |
| 30D | -7.9% | -3.3% | -4.5% | +0.7% |
| 3M | -23.4% | -2.4% | -21.0% | -17.6% |
| 6M | -73.8% | +2.6% | -76.4% | -73.8% |
| YTD | -58.9% | +11.3% | -70.2% | -64.2% |
| 1Y | -70.4% | +13.4% | -83.9% | -75.0% |
| 3Y | +50.7% | +80.3% | -29.6% | -5.8% |
| All | +50.7% | +78.4% | -27.7% | -5.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling