+76.1%
IVV vs LIN
+70.5%
+5.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | +0.5% |
| 7D | -0.7% | +3.3% | -4.0% | -2.2% |
| 30D | -1.0% | +8.8% | -9.8% | -4.8% |
| 3M | -0.3% | +8.6% | -8.9% | -4.2% |
| 6M | +7.4% | +7.0% | +0.4% | +3.4% |
| YTD | +13.4% | +24.3% | -10.9% | +0.6% |
| 1Y | +14.8% | +27.3% | -12.5% | +0.5% |
| 3Y | +83.3% | +38.9% | +44.4% | +51.6% |
| 5Y | +76.1% | +69.4% | +6.8% | +26.3% |
| All | +76.1% | +70.5% | +5.7% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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