+22.4%
VXUS vs INSM
-14.1%
+36.5%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -1.2% |
| 7D | -1.9% | +0.5% | -2.4% | -1.9% |
| 30D | -0.7% | -4.0% | +3.3% | -0.6% |
| 3M | +4.9% | +38.5% | -33.6% | +2.8% |
| 6M | +9.7% | -11.5% | +21.2% | +10.2% |
| YTD | +15.0% | -26.9% | +41.9% | +15.6% |
| 1Y | +22.4% | -12.8% | +35.2% | +21.1% |
| All | +22.4% | -14.1% | +36.5% | +21.1% |
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