+17.7%
ILF price history and return analytics
+345.0%
-327.3%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.6% | +3.6% |
| 7D | -2.4% | -4.2% | +1.7% | +2.7% |
| 30D | -16.2% | -5.8% | -10.4% | -10.0% |
| 3M | -9.1% | -5.2% | -3.9% | -3.1% |
| 6M | -11.2% | +0.1% | -11.3% | -11.7% |
| YTD | +6.0% | +8.2% | -2.2% | -4.2% |
| 1Y | +10.6% | +10.1% | +0.5% | -2.2% |
| 3Y | +40.2% | +69.7% | -29.4% | -29.1% |
| 5Y | +80.5% | +53.4% | +27.1% | +1.5% |
| 10Y | +75.1% | +219.2% | -144.1% | -60.5% |
| All | +17.7% | +345.0% | -327.3% | -81.8% |
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 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