+390.8%
ILMN vs VOO
+795.4%
-404.6%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.3% | -2.3% |
| 7D | -9.8% | -0.6% | -9.2% | -9.1% |
| 30D | -22.7% | -3.6% | -19.1% | -18.8% |
| 3M | +12.1% | -2.7% | +14.8% | +16.6% |
| 6M | +51.5% | +2.2% | +49.2% | +48.3% |
| YTD | +63.9% | +10.9% | +53.0% | +45.3% |
| 1Y | +76.6% | +11.3% | +65.2% | +56.0% |
| 3Y | +124.6% | +76.9% | +47.7% | +16.1% |
| 5Y | -42.7% | +73.5% | -116.2% | -69.1% |
| 10Y | +59.7% | +307.7% | -248.0% | -68.0% |
| All | +390.8% | +795.4% | -404.6% | -52.9% |
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