-95.7%
INSG vs VT
+363.9%
-459.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.7% | +4.9% | +4.6% |
| 7D | -5.8% | -0.3% | -5.5% | -5.3% |
| 30D | +4.5% | -1.4% | +6.0% | +7.0% |
| 3M | -37.7% | -1.4% | -36.3% | -36.1% |
| 6M | -75.4% | +5.5% | -80.8% | -76.4% |
| YTD | -53.0% | +12.8% | -65.8% | -57.9% |
| 1Y | -65.9% | +15.4% | -81.3% | -70.2% |
| 3Y | +30.5% | +76.9% | -46.3% | -26.1% |
| 5Y | -92.9% | +60.4% | -153.3% | -95.3% |
| 10Y | -80.6% | +232.8% | -313.4% | -93.3% |
| All | -95.7% | +363.9% | -459.6% | -98.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling