-94.0%
INSG vs VOO
+72.0%
-166.0%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.3% | +6.4% | +4.1% |
| 7D | -6.8% | +0.1% | -6.9% | -5.5% |
| 30D | -7.9% | -3.3% | -4.5% | +0.5% |
| 3M | -23.4% | -2.4% | -21.0% | -17.8% |
| 6M | -73.8% | +2.6% | -76.4% | -73.9% |
| YTD | -58.9% | +11.3% | -70.2% | -64.4% |
| 1Y | -70.4% | +13.4% | -83.9% | -75.2% |
| 3Y | +50.7% | +80.3% | -29.6% | -44.0% |
| 5Y | -94.0% | +72.7% | -166.7% | -97.5% |
| All | -94.0% | +72.0% | -166.0% | -97.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling