-93.0%
INSG vs VOO
+806.9%
-899.9%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.3% | +5.5% | +5.0% |
| 7D | -6.0% | -0.9% | -5.1% | -3.5% |
| 30D | +5.6% | -2.3% | +7.9% | +11.3% |
| 3M | -12.2% | -1.2% | -11.0% | -8.9% |
| 6M | -71.2% | +3.3% | -74.5% | -71.5% |
| YTD | -55.8% | +12.3% | -68.1% | -60.7% |
| 1Y | -64.9% | +12.5% | -77.4% | -68.7% |
| 3Y | +74.6% | +79.2% | -4.6% | -14.7% |
| 5Y | -93.4% | +75.7% | -169.1% | -96.5% |
| 10Y | -81.9% | +313.7% | -395.6% | -96.6% |
| All | -93.0% | +806.9% | -899.9% | -99.4% |
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