-37.7%
INSM vs VT
+13.3%
-50.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | -0.1% | +0.3% |
| 7D | +9.8% | -0.7% | +10.5% | +10.2% |
| 30D | +22.5% | -1.7% | +24.3% | +23.8% |
| 3M | -8.9% | -2.3% | -6.6% | -7.6% |
| 6M | +16.2% | +1.5% | +14.7% | +14.4% |
| YTD | -30.6% | +12.0% | -42.7% | -36.2% |
| 1Y | -37.7% | +12.9% | -50.5% | -42.1% |
| All | -37.7% | +13.3% | -50.9% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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