+104.0%
ILF vs VOO
+314.0%
-210.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.8% |
| 7D | +4.2% | +0.5% | +3.6% | +3.6% |
| 30D | +5.5% | -0.9% | +6.4% | +6.5% |
| 3M | +12.8% | +3.9% | +8.9% | +8.4% |
| 6M | +9.4% | +14.5% | -5.1% | -4.5% |
| YTD | +21.5% | +13.0% | +8.5% | +7.6% |
| 1Y | +38.1% | +19.4% | +18.7% | +15.7% |
| 3Y | +67.2% | +78.9% | -11.6% | -8.8% |
| 5Y | +88.0% | +82.3% | +5.8% | -1.6% |
| 10Y | +104.0% | +314.2% | -210.2% | -62.0% |
| All | +104.0% | +314.0% | -210.0% | -62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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