-73.8%
INSP price history and return analytics
+66.2%
-140.0%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.8% |
| 7D | +1.0% | +1.0% | 0.0% | -0.4% |
| 30D | +3.3% | -0.2% | +3.5% | +3.6% |
| 3M | +48.2% | +4.5% | +43.6% | +39.4% |
| 6M | -1.3% | +14.1% | -15.4% | -18.4% |
| YTD | -32.6% | +14.8% | -47.4% | -44.9% |
| 1Y | -25.6% | +21.2% | -46.8% | -43.7% |
| 3Y | -72.3% | +76.6% | -148.9% | -88.2% |
| 5Y | -73.8% | +66.6% | -140.4% | -86.9% |
| All | -73.8% | +66.2% | -140.0% | -86.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling