-94.8%
INSG vs VOO
+82.3%
-177.1%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | +3.9% |
| 7D | +7.4% | +0.5% | +6.8% | +6.1% |
| 30D | -20.9% | -0.9% | -19.9% | -19.4% |
| 3M | -61.3% | +3.9% | -65.2% | -63.7% |
| 6M | -60.6% | +14.5% | -75.2% | -68.7% |
| YTD | -57.5% | +13.0% | -70.5% | -65.1% |
| 1Y | -66.5% | +19.4% | -85.9% | -74.8% |
| 3Y | -12.8% | +78.9% | -91.7% | -67.7% |
| 5Y | -94.8% | +82.3% | -177.1% | -98.0% |
| All | -94.8% | +82.3% | -177.1% | -98.0% |
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 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