-93.5%
INSG vs VOO
+817.1%
-910.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.4% | +5.6% | +5.8% |
| 7D | -3.6% | +0.1% | -3.7% | -3.8% |
| 30D | -42.9% | +0.1% | -43.0% | -42.9% |
| 3M | -69.7% | +2.0% | -71.7% | -70.1% |
| 6M | -63.0% | +13.0% | -76.1% | -68.3% |
| YTD | -58.7% | +13.6% | -72.3% | -64.6% |
| 1Y | -66.9% | +20.1% | -87.0% | -73.5% |
| 3Y | -32.7% | +77.6% | -110.3% | -67.4% |
| 5Y | -95.1% | +82.4% | -177.5% | -97.5% |
| 10Y | -86.4% | +316.8% | -403.3% | -97.5% |
| All | -93.5% | +817.1% | -910.6% | -99.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling