-48.6%
INSE price history and return analytics
+229.8%
-278.4%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.1% | -4.3% |
| 7D | -8.8% | -1.1% | -7.7% | -7.5% |
| 30D | -17.5% | -1.0% | -16.5% | -16.4% |
| 3M | -37.7% | +3.2% | -40.8% | -40.2% |
| 6M | -29.4% | +12.5% | -41.8% | -39.1% |
| YTD | -45.5% | +14.1% | -59.6% | -53.8% |
| 1Y | -46.1% | +18.9% | -65.0% | -56.5% |
| 3Y | -58.9% | +74.1% | -133.0% | -78.2% |
| 5Y | -56.6% | +66.9% | -123.4% | -75.6% |
| All | -48.6% | +229.8% | -278.4% | -80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling