-93.5%
INSG vs VOO
+798.5%
-892.0%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.3% | +6.4% | +5.3% |
| 7D | -6.8% | +0.1% | -6.9% | -5.7% |
| 30D | -7.9% | -3.3% | -4.5% | -1.6% |
| 3M | -23.4% | -2.4% | -21.0% | -19.1% |
| 6M | -73.8% | +2.6% | -76.4% | -73.8% |
| YTD | -58.9% | +11.3% | -70.2% | -63.0% |
| 1Y | -70.4% | +13.4% | -83.9% | -74.0% |
| 3Y | +50.7% | +80.3% | -29.6% | -27.1% |
| 5Y | -94.0% | +72.7% | -166.7% | -96.7% |
| 10Y | -83.3% | +310.0% | -393.4% | -96.8% |
| All | -93.5% | +798.5% | -892.0% | -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