-11.4%
INSM vs VNQ
+9.6%
-20.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | +6.5% | -1.3% | +7.8% | +6.9% |
| 30D | +27.5% | -2.9% | +30.5% | +28.4% |
| 3M | +20.4% | +0.8% | +19.6% | +17.9% |
| 6M | -15.7% | +2.5% | -18.2% | -19.4% |
| YTD | -27.4% | +10.6% | -38.1% | -32.5% |
| 1Y | -11.4% | +9.1% | -20.5% | -17.4% |
| All | -11.4% | +9.6% | -20.9% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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