-11.4%
INSM vs VO
+15.8%
-27.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +6.5% | -0.3% | +6.8% | +6.7% |
| 30D | +27.5% | -0.3% | +27.9% | +27.6% |
| 3M | +20.4% | +2.9% | +17.4% | +17.0% |
| 6M | -15.7% | +9.3% | -25.1% | -21.7% |
| YTD | -27.4% | +14.2% | -41.6% | -32.8% |
| 1Y | -11.4% | +15.3% | -26.6% | -19.6% |
| All | -11.4% | +15.8% | -27.2% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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