-11.4%
INSM vs VEU
+28.8%
-40.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.6% |
| 7D | +6.5% | +1.1% | +5.4% | +5.8% |
| 30D | +27.5% | +2.2% | +25.4% | +25.7% |
| 3M | +20.4% | +3.0% | +17.4% | +17.8% |
| 6M | -15.7% | +10.9% | -26.6% | -22.5% |
| YTD | -27.4% | +18.2% | -45.6% | -33.3% |
| 1Y | -11.4% | +28.3% | -39.7% | -26.7% |
| All | -11.4% | +28.8% | -40.2% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 1y: compounded portfolio wealth divided by compounded VEU 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…
1y analysis · Full analysis span regression · 6 months rolling