-46.1%
INSE price history and return analytics
+19.6%
-65.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.1% | -4.4% |
| 7D | -8.8% | -1.1% | -7.7% | -7.4% |
| 30D | -17.5% | -1.0% | -16.5% | -16.3% |
| 3M | -37.7% | +3.2% | -40.8% | -40.3% |
| 6M | -29.4% | +12.5% | -41.8% | -41.0% |
| YTD | -45.5% | +14.1% | -59.6% | -55.9% |
| 1Y | -46.1% | +18.9% | -65.0% | -58.9% |
| All | -46.1% | +19.6% | -65.7% | -58.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling