-12.5%
INSM vs VLTO
-10.6%
-1.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +4.0% | +3.3% |
| 7D | +1.7% | -2.6% | +4.3% | +2.1% |
| 30D | -4.4% | -2.5% | -2.0% | -4.1% |
| 3M | +30.0% | +10.1% | +20.0% | +28.5% |
| 6M | -10.0% | +1.0% | -11.0% | -10.1% |
| YTD | -26.0% | -4.8% | -21.2% | -25.7% |
| 1Y | -12.5% | -9.3% | -3.2% | -10.8% |
| All | -12.5% | -10.6% | -1.9% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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