+58.0%
ILMN vs VOO
+311.2%
-253.2%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.2% |
| 7D | +0.7% | +3.3% | -2.5% | -2.9% |
| 30D | -22.7% | -2.7% | -20.0% | -19.8% |
| 3M | +8.6% | -1.7% | +10.4% | +11.6% |
| 6M | +43.8% | +3.1% | +40.7% | +39.5% |
| YTD | +59.8% | +11.9% | +47.8% | +40.5% |
| 1Y | +71.8% | +12.1% | +59.7% | +51.0% |
| 3Y | +119.0% | +78.6% | +40.4% | +13.5% |
| 5Y | -43.8% | +73.8% | -117.6% | -69.5% |
| All | +58.0% | +311.2% | -253.2% | -65.3% |
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