-11.4%
INSM vs VSH
+118.1%
-129.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.4% | -4.7% | -0.5% |
| 7D | +6.5% | +4.1% | +2.5% | +6.4% |
| 30D | +27.5% | -4.2% | +31.7% | +27.6% |
| 3M | +20.4% | -50.0% | +70.3% | +24.3% |
| 6M | -15.7% | +80.2% | -95.9% | -16.4% |
| YTD | -27.4% | +121.1% | -148.5% | -27.9% |
| 1Y | -11.4% | +112.0% | -123.4% | -14.1% |
| All | -11.4% | +118.1% | -129.5% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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