+437.3%
ILMN price history and return analytics
+374.2%
+63.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.5% | -1.5% |
| 7D | +1.2% | +0.4% | +0.8% | +0.8% |
| 30D | +9.2% | +1.0% | +8.2% | +8.2% |
| 3M | +29.8% | +2.4% | +27.5% | +26.8% |
| 6M | +69.2% | +12.0% | +57.2% | +51.0% |
| YTD | +66.4% | +15.3% | +51.0% | +43.6% |
| 1Y | +123.4% | +22.6% | +100.8% | +82.1% |
| 3Y | +33.2% | +74.7% | -41.5% | -22.1% |
| 5Y | -52.0% | +66.1% | -118.1% | -69.8% |
| 10Y | +33.6% | +225.0% | -191.4% | -52.4% |
| All | +437.3% | +374.2% | +63.1% | +29.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling