+135.5%
INSW price history and return analytics
+15.2%
+120.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.7% | -6.9% | -5.5% |
| 7D | -11.1% | -0.3% | -10.8% | -11.0% |
| 30D | -14.8% | -1.4% | -13.3% | -14.4% |
| 3M | +12.8% | -1.4% | +14.2% | +13.3% |
| 6M | +30.2% | +5.5% | +24.7% | +27.0% |
| YTD | +134.6% | +12.8% | +121.8% | +123.5% |
| 1Y | +135.5% | +15.4% | +120.0% | +124.4% |
| All | +135.5% | +15.2% | +120.2% | +124.4% |
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