-99.7%
ILLR price history and return analytics
+63.7%
-163.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.3% | -3.2% |
| 7D | -19.4% | -2.0% | -17.4% | -17.5% |
| 30D | -36.1% | -1.4% | -34.6% | -35.0% |
| 3M | -70.9% | +4.7% | -75.6% | -72.1% |
| 6M | -61.6% | +11.4% | -73.0% | -65.0% |
| YTD | +133.8% | +13.1% | +120.7% | +113.9% |
| 1Y | -87.7% | +19.0% | -106.7% | -88.8% |
| 3Y | -95.3% | +73.9% | -169.2% | -96.0% |
| 5Y | -99.7% | +65.4% | -165.1% | -99.7% |
| All | -99.7% | +63.7% | -163.3% | -99.7% |
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