+386.8%
ILMN vs VOO
+777.9%
-391.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.1% |
| 7D | -9.7% | -2.7% | -7.0% | -6.6% |
| 30D | -20.4% | -5.4% | -15.0% | -14.5% |
| 3M | +10.0% | -4.1% | +14.1% | +16.3% |
| 6M | +49.5% | +0.7% | +48.7% | +48.9% |
| YTD | +62.5% | +8.7% | +53.8% | +47.5% |
| 1Y | +76.0% | +11.0% | +65.0% | +56.0% |
| 3Y | +94.2% | +75.5% | +18.7% | +1.1% |
| 5Y | -46.3% | +68.4% | -114.7% | -70.0% |
| 10Y | +62.7% | +315.7% | -252.9% | -68.2% |
| All | +386.8% | +777.9% | -391.1% | -52.2% |
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