+56.0%
ILMN price history and return analytics
+221.8%
-165.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.9% |
| 7D | -2.9% | +2.4% | -5.2% | -5.6% |
| 30D | -23.8% | -1.5% | -22.3% | -21.9% |
| 3M | +7.5% | -4.1% | +11.6% | +13.9% |
| 6M | +42.8% | +0.6% | +42.2% | +42.3% |
| YTD | +57.8% | +11.0% | +46.8% | +38.4% |
| 1Y | +72.6% | +13.3% | +59.3% | +47.6% |
| 3Y | +129.3% | +73.4% | +55.9% | +17.9% |
| 5Y | -44.5% | +57.4% | -101.9% | -67.4% |
| All | +56.0% | +221.8% | -165.7% | -55.1% |
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