+28.2%
ILPT vs VOO
+18.2%
+10.0%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +0.5% |
| 7D | -5.7% | -0.8% | -4.9% | -5.0% |
| 30D | -14.4% | -1.1% | -13.4% | -13.5% |
| 3M | -12.9% | +3.9% | -16.8% | -16.2% |
| 6M | +27.0% | +13.6% | +13.3% | +13.0% |
| YTD | +44.1% | +12.7% | +31.4% | +29.0% |
| 1Y | +28.2% | +17.6% | +10.6% | +16.0% |
| All | +28.2% | +18.2% | +10.0% | +16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling