-59.5%
INSP vs VT
+69.4%
-128.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | +4.2% |
| 7D | -6.5% | -4.2% | -2.4% | -2.3% |
| 30D | -2.4% | -5.8% | +3.4% | +3.8% |
| 3M | +10.7% | -5.2% | +16.0% | +17.0% |
| 6M | +37.9% | +0.1% | +37.8% | +36.8% |
| YTD | -27.9% | +8.2% | -36.1% | -34.8% |
| 1Y | -19.7% | +10.1% | -29.8% | -28.8% |
| All | -59.5% | +69.4% | -128.9% | -84.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling