+880.6%
LIN vs VEA
+155.2%
+725.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.2% |
| 7D | +0.2% | +1.8% | -1.6% | -1.3% |
| 30D | +6.2% | -0.9% | +7.1% | +6.7% |
| 3M | +9.3% | -5.0% | +14.4% | +13.7% |
| 6M | +4.4% | 0.0% | +4.4% | +3.3% |
| YTD | +23.7% | +12.2% | +11.6% | +9.9% |
| 1Y | +23.5% | +14.7% | +8.7% | +7.5% |
| 3Y | +35.8% | +73.2% | -37.4% | -18.1% |
| 5Y | +65.9% | +53.7% | +12.2% | +11.2% |
| 10Y | +423.1% | +159.3% | +263.8% | +128.9% |
| All | +880.6% | +155.2% | +725.4% | +316.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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