-35.4%
ILIT vs VOO
+82.3%
-117.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.2% |
| 7D | -6.3% | -2.0% | -4.3% | -3.9% |
| 30D | -4.9% | -1.7% | -3.3% | -2.9% |
| 3M | -18.0% | +4.7% | -22.7% | -22.4% |
| 6M | -15.7% | +12.6% | -28.3% | -26.4% |
| YTD | -8.6% | +11.8% | -20.3% | -19.2% |
| 1Y | +45.0% | +17.5% | +27.4% | +21.5% |
| 3Y | -20.2% | +77.0% | -97.1% | -60.4% |
| All | -35.4% | +82.3% | -117.7% | -69.6% |
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