+94.2%
ILMN vs VOO
+75.5%
+18.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.1% |
| 7D | -9.7% | -2.7% | -7.0% | -6.7% |
| 30D | -20.4% | -5.4% | -15.0% | -14.7% |
| 3M | +10.0% | -4.1% | +14.1% | +16.2% |
| 6M | +49.5% | +0.7% | +48.7% | +49.4% |
| YTD | +62.5% | +8.7% | +53.8% | +48.7% |
| 1Y | +76.0% | +11.0% | +65.0% | +57.2% |
| 3Y | +94.2% | +75.5% | +18.7% | -3.7% |
| All | +94.2% | +75.5% | +18.7% | -3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling