+104.0%
ILF price history and return analytics
+221.4%
-117.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.8% |
| 7D | +4.2% | +1.0% | +3.2% | +2.9% |
| 30D | +5.5% | -0.2% | +5.7% | +5.8% |
| 3M | +12.8% | +4.5% | +8.3% | +6.9% |
| 6M | +9.4% | +14.1% | -4.7% | -6.3% |
| YTD | +21.5% | +14.8% | +6.7% | +3.5% |
| 1Y | +38.1% | +21.2% | +16.9% | +10.4% |
| 3Y | +67.2% | +76.6% | -9.3% | -15.6% |
| 5Y | +88.0% | +66.6% | +21.5% | +1.1% |
| 10Y | +104.0% | +222.3% | -118.3% | -58.5% |
| All | +104.0% | +221.4% | -117.4% | -58.5% |
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