+367.9%
INSM vs VOO
+82.8%
+285.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.8% | +0.8% |
| 7D | +2.5% | -0.8% | +3.2% | +3.3% |
| 30D | -2.2% | -1.1% | -1.1% | -1.2% |
| 3M | +33.8% | +3.9% | +29.9% | +28.2% |
| 6M | -7.2% | +13.6% | -20.8% | -18.4% |
| YTD | -25.6% | +12.7% | -38.4% | -34.3% |
| 1Y | -11.2% | +17.6% | -28.8% | -25.2% |
| 3Y | +388.3% | +77.3% | +311.0% | +160.3% |
| All | +367.9% | +82.8% | +285.0% | +150.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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