-52.2%
ILIT price history and return analytics
+74.4%
-126.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -2.4% |
| 7D | +5.8% | +0.4% | +5.4% | +4.9% |
| 30D | -14.0% | -2.6% | -11.4% | -10.6% |
| 3M | -29.8% | -3.2% | -26.5% | -26.2% |
| 6M | -53.6% | +0.9% | -54.5% | -54.1% |
| YTD | -32.3% | +11.3% | -43.6% | -41.3% |
| 1Y | -18.2% | +14.0% | -32.2% | -31.6% |
| 3Y | -25.9% | +75.8% | -101.7% | -67.7% |
| All | -52.2% | +74.4% | -126.6% | -79.0% |
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