+833.7%
INSM price history and return analytics
+229.8%
+603.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +0.5% |
| 7D | +2.5% | -1.1% | +3.6% | +4.0% |
| 30D | -2.2% | -1.0% | -1.2% | -1.0% |
| 3M | +33.8% | +3.2% | +30.6% | +27.5% |
| 6M | -7.2% | +12.5% | -19.6% | -20.9% |
| YTD | -25.6% | +14.1% | -39.7% | -38.1% |
| 1Y | -11.2% | +18.9% | -30.1% | -30.5% |
| 3Y | +388.3% | +74.1% | +314.3% | +119.5% |
| 5Y | +376.6% | +66.9% | +309.8% | +131.2% |
| All | +833.7% | +229.8% | +603.9% | +95.0% |
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