+358.4%
LIN vs ITOT
+292.7%
+65.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.4% | -1.5% |
| 7D | -3.5% | +0.7% | -4.1% | -4.0% |
| 30D | -4.1% | -1.1% | -3.0% | -3.2% |
| 3M | -6.4% | +3.9% | -10.3% | -9.6% |
| 6M | -2.4% | +14.7% | -17.2% | -13.8% |
| YTD | +10.9% | +13.3% | -2.4% | -1.1% |
| 1Y | 0.0% | +19.1% | -19.1% | -14.9% |
| 3Y | +25.8% | +77.3% | -51.5% | -26.6% |
| 5Y | +60.8% | +74.1% | -13.2% | -5.1% |
| 10Y | +358.4% | +293.1% | +65.2% | +22.6% |
| All | +358.4% | +292.7% | +65.6% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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