+774.4%
IVV vs LIN
+3,623.5%
-2,849.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | +0.3% |
| 7D | -0.7% | +3.3% | -4.0% | -2.4% |
| 30D | -1.0% | +8.8% | -9.8% | -5.3% |
| 3M | -0.3% | +8.6% | -8.9% | -4.6% |
| 6M | +7.4% | +7.0% | +0.4% | +3.0% |
| YTD | +13.4% | +24.3% | -10.9% | +0.3% |
| 1Y | +14.8% | +27.3% | -12.5% | +0.2% |
| 3Y | +83.3% | +38.9% | +44.4% | +51.7% |
| 5Y | +76.1% | +69.4% | +6.8% | +29.9% |
| 10Y | +333.3% | +440.7% | -107.5% | +73.2% |
| All | +774.4% | +3,623.5% | -2,849.1% | +55.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling