+417.3%
LIN vs VEU
+147.4%
+269.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.8% | -1.8% | -1.4% |
| 7D | +0.1% | +0.8% | -0.6% | -0.6% |
| 30D | +7.6% | -1.6% | +9.2% | +8.8% |
| 3M | +6.5% | -4.2% | +10.7% | +10.0% |
| 6M | +6.2% | -1.5% | +7.7% | +6.3% |
| YTD | +23.2% | +11.7% | +11.5% | +8.8% |
| 1Y | +25.4% | +15.6% | +9.8% | +7.2% |
| 3Y | +38.3% | +71.7% | -33.4% | -20.8% |
| 5Y | +64.4% | +49.5% | +14.9% | +8.2% |
| 10Y | +417.3% | +145.6% | +271.7% | +121.5% |
| All | +417.3% | +147.4% | +269.9% | +121.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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