-11.4%
INSM vs VTRS
+66.3%
-77.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.4% |
| 7D | +6.5% | +3.3% | +3.2% | +7.6% |
| 30D | +27.5% | -3.6% | +31.2% | +26.8% |
| 3M | +20.4% | +7.0% | +13.4% | +20.7% |
| 6M | -15.7% | +17.5% | -33.2% | -15.5% |
| YTD | -27.4% | +38.8% | -66.2% | -27.2% |
| 1Y | -11.4% | +69.2% | -80.6% | -15.1% |
| All | -11.4% | +66.3% | -77.7% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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