+1,720.1%
INSW price history and return analytics
+213.7%
+1,506.4%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.5% | +3.6% |
| 7D | -12.4% | -2.3% | -10.1% | -10.9% |
| 30D | -16.2% | -5.0% | -11.2% | -12.8% |
| 3M | +10.5% | -4.9% | +15.4% | +14.7% |
| 6M | +27.1% | -1.5% | +28.6% | +27.7% |
| YTD | +131.5% | +8.5% | +123.0% | +114.7% |
| 1Y | +118.2% | +11.4% | +106.8% | +97.8% |
| 3Y | +185.1% | +70.1% | +115.0% | +80.6% |
| 5Y | +782.2% | +53.7% | +728.5% | +508.0% |
| All | +1,720.1% | +213.7% | +1,506.4% | +255.9% |
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 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