+368.8%
INSM vs VRSN
+32.1%
+336.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.8% | -1.4% |
| 7D | +0.5% | -1.5% | +2.0% | +1.0% |
| 30D | -4.0% | +0.7% | -4.7% | -4.4% |
| 3M | +38.5% | +0.6% | +38.0% | +37.3% |
| 6M | -11.5% | +21.7% | -33.3% | -19.8% |
| YTD | -26.9% | +20.0% | -46.9% | -33.8% |
| 1Y | -12.8% | +3.2% | -15.9% | -15.4% |
| 3Y | +384.7% | +42.4% | +342.3% | +283.5% |
| 5Y | +368.8% | +33.0% | +335.8% | +289.5% |
| All | +368.8% | +32.1% | +336.7% | +289.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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