+81.7%
VRT vs INSM
-14.1%
+95.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.2% | -4.4% | -5.5% |
| 7D | -7.7% | +0.5% | -8.2% | -7.8% |
| 30D | -12.0% | -4.0% | -8.0% | -11.7% |
| 3M | -11.7% | +38.5% | -50.2% | -15.5% |
| 6M | -8.1% | -11.5% | +3.4% | -7.1% |
| YTD | +53.2% | -26.9% | +80.1% | +56.3% |
| 1Y | +81.7% | -12.8% | +94.4% | +80.4% |
| All | +81.7% | -14.1% | +95.7% | +80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INSM.
Daily Out/Under-Performance
Portfolio return minus INSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INSM 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 INSM 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