+29.3%
ILF vs VOO
+777.9%
-748.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.5% |
| 7D | 0.0% | -2.7% | +2.7% | +2.8% |
| 30D | -14.1% | -5.4% | -8.7% | -9.2% |
| 3M | -7.9% | -4.1% | -3.9% | -4.1% |
| 6M | -11.9% | +0.7% | -12.7% | -13.0% |
| YTD | +6.9% | +8.7% | -1.8% | -2.4% |
| 1Y | +11.6% | +11.0% | +0.6% | -0.4% |
| 3Y | +41.5% | +75.5% | -33.9% | -24.7% |
| 5Y | +81.9% | +68.4% | +13.6% | -0.9% |
| 10Y | +76.6% | +315.7% | -239.1% | -67.3% |
| All | +29.3% | +777.9% | -748.6% | -89.7% |
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