+368.8%
INSM vs VO
+40.2%
+328.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.3% |
| 7D | +0.5% | -2.5% | +3.0% | +2.9% |
| 30D | -4.0% | -3.2% | -0.8% | -1.0% |
| 3M | +38.5% | +3.9% | +34.6% | +32.7% |
| 6M | -11.5% | +9.6% | -21.2% | -19.1% |
| YTD | -26.9% | +11.6% | -38.4% | -34.4% |
| 1Y | -12.8% | +12.6% | -25.4% | -22.8% |
| 3Y | +384.7% | +55.4% | +329.3% | +200.3% |
| 5Y | +368.8% | +41.8% | +327.0% | +235.4% |
| All | +368.8% | +40.2% | +328.6% | +235.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling