-50.8%
ILPT vs VOO
+219.1%
-270.0%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.3% |
| 7D | -1.3% | +0.1% | -1.4% | -1.4% |
| 30D | -5.9% | +0.1% | -6.0% | -6.0% |
| 3M | -5.8% | +2.0% | -7.9% | -7.9% |
| 6M | +27.1% | +13.0% | +14.1% | +12.3% |
| YTD | +52.8% | +13.6% | +39.2% | +34.3% |
| 1Y | +38.6% | +20.1% | +18.5% | +14.9% |
| 3Y | +120.6% | +77.6% | +43.0% | +24.4% |
| 5Y | -66.6% | +82.4% | -149.0% | -81.6% |
| All | -50.8% | +219.1% | -270.0% | -83.2% |
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