-66.1%
ILPT vs VT
+66.2%
-132.3%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -1.3% | +0.4% | -1.8% | -1.9% |
| 30D | -5.9% | +1.0% | -6.9% | -7.1% |
| 3M | -5.8% | +2.4% | -8.2% | -9.1% |
| 6M | +27.1% | +12.0% | +15.1% | +9.1% |
| YTD | +52.8% | +15.3% | +37.5% | +25.6% |
| 1Y | +38.6% | +22.6% | +16.0% | +4.5% |
| 3Y | +120.6% | +74.7% | +45.9% | +3.1% |
| All | -66.1% | +66.2% | -132.3% | -84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling