+42.1%
INSG vs VT
+76.6%
-34.5%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.7% | +4.9% | +2.7% |
| 7D | -5.8% | -0.3% | -5.5% | -4.9% |
| 30D | +4.5% | -1.4% | +6.0% | +8.9% |
| 3M | -37.7% | -1.4% | -36.3% | -34.9% |
| 6M | -75.4% | +5.5% | -80.8% | -77.5% |
| YTD | -53.0% | +12.8% | -65.8% | -62.1% |
| 1Y | -65.9% | +15.4% | -81.3% | -73.7% |
| All | +42.1% | +76.6% | -34.5% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling