+152.5%
INSP vs VT
+161.4%
-8.9%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +2.7% | +0.4% | +2.2% | +2.0% |
| 30D | +5.0% | +1.0% | +4.0% | +3.6% |
| 3M | +49.5% | +2.4% | +47.1% | +44.4% |
| 6M | -1.9% | +12.0% | -13.9% | -17.1% |
| YTD | -31.6% | +15.3% | -46.9% | -44.6% |
| 1Y | -26.9% | +22.6% | -49.5% | -45.7% |
| 3Y | -73.6% | +74.7% | -148.3% | -88.2% |
| 5Y | -73.4% | +66.1% | -139.5% | -86.8% |
| All | +152.5% | +161.4% | -8.9% | -32.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling