-33.1%
ILIT price history and return analytics
+79.8%
-112.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.3% |
| 7D | -3.3% | +1.0% | -4.3% | -4.8% |
| 30D | -1.7% | -0.2% | -1.5% | -1.3% |
| 3M | -15.7% | +4.5% | -20.2% | -21.0% |
| 6M | -8.1% | +14.1% | -22.2% | -23.9% |
| YTD | -5.2% | +14.8% | -20.0% | -21.5% |
| 1Y | +39.2% | +21.2% | +18.0% | +6.9% |
| 3Y | -17.2% | +76.6% | -93.8% | -64.0% |
| All | -33.1% | +79.8% | -112.9% | -71.9% |
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 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