+58.0%
ILMN price history and return analytics
+222.7%
-164.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -0.8% |
| 7D | +0.7% | +2.9% | -2.1% | -2.7% |
| 30D | -22.7% | -2.5% | -20.2% | -19.8% |
| 3M | +8.6% | -3.3% | +12.0% | +14.0% |
| 6M | +43.8% | +1.5% | +42.3% | +41.7% |
| YTD | +59.8% | +11.4% | +48.4% | +39.6% |
| 1Y | +71.8% | +11.9% | +59.9% | +49.3% |
| 3Y | +119.0% | +73.9% | +45.1% | +12.2% |
| 5Y | -43.8% | +57.9% | -101.7% | -67.1% |
| All | +58.0% | +222.7% | -164.7% | -54.7% |
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 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