-52.7%
ILIT price history and return analytics
+75.6%
-128.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | -0.4% |
| 7D | +1.0% | -0.7% | +1.7% | +1.8% |
| 30D | -11.1% | -1.7% | -9.4% | -8.8% |
| 3M | -30.4% | -2.3% | -28.1% | -27.9% |
| 6M | -54.2% | +1.5% | -55.7% | -55.0% |
| YTD | -33.1% | +12.0% | -45.1% | -42.6% |
| 1Y | -23.1% | +12.9% | -36.0% | -34.7% |
| 3Y | -25.9% | +74.9% | -100.8% | -67.5% |
| All | -52.7% | +75.6% | -128.3% | -79.5% |
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