-64.3%
ILPT price history and return analytics
+141.7%
-206.0%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.6% | -3.4% | -3.7% |
| 7D | -10.9% | +0.4% | -11.3% | -11.3% |
| 30D | -16.4% | -2.6% | -13.8% | -14.0% |
| 3M | -32.0% | -3.2% | -28.8% | -29.5% |
| 6M | -25.9% | +0.9% | -26.9% | -27.0% |
| YTD | +10.8% | +11.3% | -0.5% | -2.1% |
| 1Y | +11.2% | +14.0% | -2.8% | -4.4% |
| 3Y | +132.7% | +75.8% | +56.9% | +24.9% |
| 5Y | -74.1% | +57.8% | -132.0% | -84.3% |
| All | -64.3% | +141.7% | -206.0% | -86.4% |
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 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