-83.3%
INSG price history and return analytics
+223.7%
-307.0%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.6% | +6.2% | +4.4% |
| 7D | -6.8% | +0.4% | -7.2% | -6.1% |
| 30D | -7.9% | -2.6% | -5.3% | -1.9% |
| 3M | -23.4% | -3.2% | -20.2% | -17.3% |
| 6M | -73.8% | +0.9% | -74.7% | -73.1% |
| YTD | -58.9% | +11.3% | -70.2% | -63.6% |
| 1Y | -70.4% | +14.0% | -84.4% | -74.7% |
| 3Y | +50.7% | +75.8% | -25.1% | -30.3% |
| 5Y | -94.0% | +57.8% | -151.8% | -96.6% |
| 10Y | -83.3% | +219.8% | -303.1% | -95.8% |
| All | -83.3% | +223.7% | -307.0% | -95.8% |
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