-67.1%
ILPT price history and return analytics
+66.2%
-133.3%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.4% |
| 7D | -3.3% | +1.0% | -4.3% | -4.6% |
| 30D | -9.2% | -0.2% | -8.9% | -8.9% |
| 3M | -5.3% | +4.5% | -9.9% | -11.1% |
| 6M | +30.1% | +14.1% | +16.0% | +8.9% |
| YTD | +48.1% | +14.8% | +33.3% | +22.5% |
| 1Y | +34.9% | +21.2% | +13.8% | +3.4% |
| 3Y | +132.4% | +76.6% | +55.8% | +7.1% |
| 5Y | -67.1% | +66.6% | -133.7% | -84.7% |
| All | -67.1% | +66.2% | -133.3% | -84.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling