+14.1%
INSG vs VT
+69.7%
-55.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.8% |
| 7D | -15.3% | -2.3% | -13.0% | -9.1% |
| 30D | -15.1% | -5.0% | -10.1% | -2.4% |
| 3M | -26.9% | -4.9% | -22.1% | -16.0% |
| 6M | -79.6% | -1.5% | -78.1% | -77.9% |
| YTD | -62.2% | +8.5% | -70.7% | -66.2% |
| 1Y | -72.4% | +11.4% | -83.7% | -76.5% |
| 3Y | +14.1% | +70.1% | -56.0% | -54.0% |
| All | +14.1% | +69.7% | -55.6% | -54.0% |
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