+1,771.8%
INSM vs VOO
+802.4%
+969.4%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.4% |
| 7D | +0.5% | -2.0% | +2.5% | +3.2% |
| 30D | -4.0% | -1.7% | -2.3% | -1.9% |
| 3M | +38.5% | +4.7% | +33.8% | +29.3% |
| 6M | -11.5% | +12.6% | -24.1% | -24.9% |
| YTD | -26.9% | +11.8% | -38.6% | -37.6% |
| 1Y | -12.8% | +17.5% | -30.3% | -31.0% |
| 3Y | +384.7% | +77.0% | +307.7% | +110.0% |
| 5Y | +368.8% | +82.6% | +286.2% | +93.8% |
| 10Y | +865.7% | +320.0% | +545.7% | +16.7% |
| All | +1,771.8% | +802.4% | +969.4% | -7.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling