-32.3%
ILIT vs VOO
+85.3%
-117.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.5% | -1.4% |
| 7D | -3.6% | +0.1% | -3.7% | -3.8% |
| 30D | +4.1% | +0.1% | +4.1% | +4.1% |
| 3M | -22.2% | +2.0% | -24.3% | -23.9% |
| 6M | -9.6% | +13.0% | -22.7% | -21.6% |
| YTD | -4.2% | +13.6% | -17.8% | -17.0% |
| 1Y | +51.3% | +20.1% | +31.2% | +23.4% |
| 3Y | -19.7% | +77.6% | -97.2% | -60.3% |
| All | -32.3% | +85.3% | -117.6% | -68.8% |
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