-74.0%
ILPT vs VT
+53.4%
-127.4%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -2.0% |
| 7D | -12.8% | -2.3% | -10.5% | -10.0% |
| 30D | -15.9% | -5.0% | -11.0% | -10.1% |
| 3M | -30.1% | -4.9% | -25.2% | -25.3% |
| 6M | -22.6% | -1.5% | -21.0% | -21.4% |
| YTD | +11.7% | +8.5% | +3.3% | -0.6% |
| 1Y | +14.6% | +11.4% | +3.3% | -1.7% |
| 3Y | +117.2% | +70.1% | +47.1% | +2.9% |
| All | -74.0% | +53.4% | -127.4% | -86.8% |
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