-52.9%
ILPT price history and return analytics
+147.6%
-200.4%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -0.4% |
| 7D | -4.0% | -0.1% | -3.9% | -3.9% |
| 30D | -9.7% | -0.7% | -9.1% | -9.0% |
| 3M | -9.2% | +4.0% | -13.2% | -13.4% |
| 6M | +31.2% | +12.3% | +18.9% | +15.1% |
| YTD | +46.5% | +14.0% | +32.5% | +26.0% |
| 1Y | +33.1% | +20.3% | +12.8% | +7.6% |
| 3Y | +129.9% | +75.4% | +54.4% | +24.6% |
| 5Y | -66.7% | +66.0% | -132.6% | -80.8% |
| All | -52.9% | +147.6% | -200.4% | -82.4% |
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