-55.7%
ILIT price history and return analytics
+74.0%
-129.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.4% |
| 7D | -6.1% | +2.4% | -8.4% | -9.3% |
| 30D | -12.2% | -1.5% | -10.7% | -10.3% |
| 3M | -35.6% | -4.1% | -31.5% | -31.4% |
| 6M | -55.8% | +0.6% | -56.4% | -55.9% |
| YTD | -37.3% | +11.0% | -48.4% | -45.5% |
| 1Y | -32.7% | +13.3% | -46.1% | -43.1% |
| 3Y | -30.0% | +73.4% | -103.4% | -68.9% |
| All | -55.7% | +74.0% | -129.7% | -80.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling