+1,929.3%
LIN vs ITOT
+896.7%
+1,032.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.7% |
| 7D | -2.1% | +0.1% | -2.2% | -2.2% |
| 30D | -2.4% | 0.0% | -2.4% | -2.5% |
| 3M | -5.6% | +2.0% | -7.5% | -7.7% |
| 6M | -3.4% | +13.0% | -16.4% | -14.8% |
| YTD | +13.1% | +14.0% | -0.9% | -1.2% |
| 1Y | +2.5% | +19.9% | -17.4% | -15.1% |
| 3Y | +27.6% | +75.8% | -48.2% | -28.9% |
| 5Y | +63.0% | +73.8% | -10.8% | -9.0% |
| 10Y | +359.3% | +295.9% | +63.4% | +10.1% |
| All | +1,929.3% | +896.7% | +1,032.6% | +67.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling