+388.3%
INSM vs VEU
+73.8%
+314.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.6% | +1.0% |
| 7D | +2.5% | -1.4% | +3.9% | +3.4% |
| 30D | -2.2% | -0.4% | -1.7% | -1.9% |
| 3M | +33.8% | +2.5% | +31.3% | +31.0% |
| 6M | -7.2% | +11.1% | -18.3% | -13.5% |
| YTD | -25.6% | +16.5% | -42.2% | -32.9% |
| 1Y | -11.2% | +22.9% | -34.2% | -22.8% |
| 3Y | +388.3% | +73.4% | +314.9% | +223.7% |
| All | +388.3% | +73.8% | +314.6% | +223.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling