+92.4%
ILDR price history and return analytics
+75.8%
+16.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +0.7% | +0.4% | +0.3% | +0.1% |
| 30D | +1.2% | +1.0% | +0.3% | -0.1% |
| 3M | -2.9% | +2.4% | -5.3% | -5.7% |
| 6M | +25.5% | +12.0% | +13.5% | +7.3% |
| YTD | +18.4% | +15.3% | +3.1% | -2.9% |
| 1Y | +28.7% | +22.6% | +6.2% | -3.0% |
| 3Y | +113.3% | +74.7% | +38.6% | -1.5% |
| 5Y | +67.3% | +66.1% | +1.1% | -15.4% |
| All | +92.4% | +75.8% | +16.6% | -6.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling