+45.1%
ILF vs VOO
+817.1%
-772.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.4% |
| 7D | +4.1% | +0.1% | +4.0% | +4.0% |
| 30D | +2.8% | +0.1% | +2.7% | +2.7% |
| 3M | +7.3% | +2.0% | +5.3% | +4.9% |
| 6M | +3.8% | +13.0% | -9.2% | -8.9% |
| YTD | +20.0% | +13.6% | +6.4% | +4.8% |
| 1Y | +37.7% | +20.1% | +17.6% | +13.3% |
| 3Y | +59.2% | +77.6% | -18.4% | -16.0% |
| 5Y | +77.9% | +82.4% | -4.5% | -11.4% |
| 10Y | +103.0% | +316.8% | -213.9% | -62.0% |
| All | +45.1% | +817.1% | -772.0% | -88.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling