-61.9%
ILPT price history and return analytics
+143.3%
-205.1%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.1% | +2.8% | +2.7% |
| 7D | -2.3% | -0.7% | -1.6% | -1.5% |
| 30D | -8.9% | -1.7% | -7.2% | -7.1% |
| 3M | -27.9% | -2.3% | -25.6% | -26.0% |
| 6M | -16.5% | +1.5% | -18.0% | -18.1% |
| YTD | +18.5% | +12.0% | +6.5% | +4.0% |
| 1Y | +18.5% | +12.9% | +5.7% | +3.1% |
| 3Y | +149.0% | +74.9% | +74.0% | +34.4% |
| 5Y | -71.9% | +59.9% | -131.8% | -83.2% |
| All | -61.9% | +143.3% | -205.1% | -85.5% |
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 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