+76.5%
ILF price history and return analytics
+223.7%
-147.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | -1.2% |
| 7D | +1.4% | +0.4% | +1.1% | +0.8% |
| 30D | -14.3% | -2.6% | -11.7% | -11.9% |
| 3M | -5.5% | -3.2% | -2.3% | -2.1% |
| 6M | -9.1% | +0.9% | -10.0% | -10.4% |
| YTD | +8.8% | +11.3% | -2.5% | -4.1% |
| 1Y | +12.2% | +14.0% | -1.8% | -3.9% |
| 3Y | +46.2% | +75.8% | -29.6% | -25.8% |
| 5Y | +82.9% | +57.8% | +25.1% | +5.4% |
| 10Y | +76.5% | +219.8% | -143.3% | -65.0% |
| All | +76.5% | +223.7% | -147.2% | -65.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling