+124.6%
ILMN price history and return analytics
+74.4%
+50.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.1% |
| 7D | -9.8% | -0.1% | -9.6% | -9.5% |
| 30D | -22.7% | -3.1% | -19.7% | -19.2% |
| 3M | +12.1% | -3.5% | +15.6% | +17.9% |
| 6M | +51.5% | +0.5% | +51.0% | +51.3% |
| YTD | +63.9% | +10.8% | +53.1% | +43.6% |
| 1Y | +76.6% | +11.9% | +64.7% | +52.6% |
| 3Y | +124.6% | +73.0% | +51.6% | -13.5% |
| All | +124.6% | +74.4% | +50.1% | -13.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling