+394.8%
INSM vs VLTO
+56.3%
+338.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.1% | +2.8% | +2.9% |
| 7D | +14.4% | +1.6% | +12.8% | +14.1% |
| 30D | +18.8% | +22.0% | -3.2% | +15.0% |
| 3M | -11.3% | +21.9% | -33.2% | -14.1% |
| 6M | +17.9% | +36.5% | -18.6% | +12.0% |
| YTD | -31.3% | +19.0% | -50.3% | -33.4% |
| 1Y | -37.7% | +21.0% | -58.7% | -39.8% |
| 3Y | +403.1% | +69.9% | +333.2% | +336.9% |
| All | +394.8% | +56.3% | +338.5% | +329.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling