+94.2%
ILMN price history and return analytics
+69.7%
+24.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.2% | +2.2% |
| 7D | -9.7% | -2.3% | -7.4% | -6.9% |
| 30D | -20.4% | -5.0% | -15.4% | -14.7% |
| 3M | +10.0% | -4.9% | +14.9% | +17.8% |
| 6M | +49.5% | -1.5% | +51.0% | +53.1% |
| YTD | +62.5% | +8.5% | +54.0% | +46.3% |
| 1Y | +76.0% | +11.4% | +64.6% | +52.9% |
| 3Y | +94.2% | +70.1% | +24.1% | -15.0% |
| All | +94.2% | +69.7% | +24.4% | -15.0% |
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