+70.5%
ILMN price history and return analytics
+223.7%
-153.2%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.6% | +1.0% | +0.4% |
| 7D | -2.6% | +0.4% | -2.9% | -2.9% |
| 30D | -20.6% | -2.6% | -18.0% | -17.6% |
| 3M | +17.5% | -3.2% | +20.7% | +23.2% |
| 6M | +55.6% | +0.9% | +54.7% | +54.3% |
| YTD | +68.3% | +11.3% | +57.0% | +47.2% |
| 1Y | +81.1% | +14.0% | +67.1% | +53.8% |
| 3Y | +112.2% | +75.8% | +36.3% | +7.1% |
| 5Y | -42.6% | +57.8% | -100.4% | -66.4% |
| 10Y | +70.5% | +219.8% | -149.3% | -49.2% |
| All | +70.5% | +223.7% | -153.2% | -49.2% |
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