-95.0%
INSG vs VT
+66.2%
-161.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.3% |
| 7D | -3.6% | +0.4% | -4.1% | -4.6% |
| 30D | -42.9% | +1.0% | -43.9% | -43.9% |
| 3M | -69.7% | +2.4% | -72.1% | -70.6% |
| 6M | -63.0% | +12.0% | -75.0% | -70.1% |
| YTD | -58.7% | +15.3% | -74.1% | -68.3% |
| 1Y | -66.9% | +22.6% | -89.5% | -77.3% |
| 3Y | -32.7% | +74.7% | -107.4% | -76.4% |
| All | -95.0% | +66.2% | -161.2% | -97.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling