+14.9%
VTI vs INSM
-40.6%
+55.5%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.3% | -3.8% | +1.4% |
| 7D | -0.6% | +13.4% | -14.0% | -1.0% |
| 30D | -1.0% | +5.9% | -6.9% | -1.1% |
| 3M | -0.8% | +11.4% | -12.2% | -1.3% |
| 6M | +7.1% | -21.4% | +28.5% | +7.8% |
| YTD | +13.4% | -36.8% | +50.2% | +14.4% |
| 1Y | +14.9% | -39.8% | +54.7% | +14.0% |
| All | +14.9% | -40.6% | +55.5% | +14.0% |
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