+1,594.7%
INSM vs VEU
+188.7%
+1,406.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +3.9% | +3.8% |
| 7D | +1.7% | +0.3% | +1.4% | +1.4% |
| 30D | -4.4% | +0.7% | -5.1% | -5.0% |
| 3M | +30.0% | +4.7% | +25.4% | +24.9% |
| 6M | -10.0% | +11.6% | -21.7% | -17.8% |
| YTD | -26.0% | +16.8% | -42.8% | -35.0% |
| 1Y | -12.5% | +24.9% | -37.4% | -27.4% |
| 3Y | +390.5% | +75.7% | +314.7% | +205.4% |
| 5Y | +357.7% | +56.1% | +301.6% | +217.6% |
| 10Y | +877.2% | +153.6% | +723.6% | +403.6% |
| All | +1,594.7% | +188.7% | +1,406.1% | +631.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling