+22.9%
VTV vs INSM
-11.6%
+34.5%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -0.9% | +0.7% |
| 7D | -1.1% | +2.5% | -3.6% | -1.2% |
| 30D | -1.0% | -2.2% | +1.1% | -1.0% |
| 3M | +4.6% | +33.8% | -29.2% | +3.6% |
| 6M | +13.5% | -7.2% | +20.7% | +13.7% |
| YTD | +18.5% | -25.6% | +44.1% | +18.9% |
| 1Y | +22.9% | -11.2% | +34.1% | +22.0% |
| All | +22.9% | -11.6% | +34.5% | +22.0% |
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