+13.5%
VT vs INSM
-43.6%
+57.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | +0.2% |
| 7D | -1.6% | +10.0% | -11.6% | -2.0% |
| 30D | -2.5% | -6.0% | +3.5% | -2.3% |
| 3M | -1.3% | +6.1% | -7.4% | -1.8% |
| 6M | +3.1% | -21.6% | +24.7% | +4.0% |
| YTD | +10.9% | -40.0% | +50.9% | +12.4% |
| All | +13.5% | -43.6% | +57.1% | +13.4% |
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