-68.6%
INSG price history and return analytics
+12.5%
-81.1%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +2.0% |
| 7D | -6.2% | -0.1% | -6.0% | -3.9% |
| 30D | -7.2% | -3.1% | -4.1% | +3.3% |
| 3M | -20.4% | -3.5% | -16.9% | -10.2% |
| 6M | -73.6% | +0.5% | -74.0% | -72.2% |
| YTD | -58.6% | +10.8% | -69.4% | -64.3% |
| 1Y | -68.6% | +11.9% | -80.5% | -73.4% |
| All | -68.6% | +12.5% | -81.1% | -73.4% |
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