+427.9%
LIN vs VEU
+150.0%
+277.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | 0.0% |
| 7D | +0.2% | +2.4% | -2.1% | -1.8% |
| 30D | +6.2% | -2.0% | +8.2% | +7.8% |
| 3M | +9.3% | -5.1% | +14.5% | +13.9% |
| 6M | +4.4% | -0.7% | +5.1% | +3.7% |
| YTD | +23.7% | +11.0% | +12.7% | +9.9% |
| 1Y | +23.5% | +12.4% | +11.1% | +8.3% |
| 3Y | +35.8% | +69.8% | -34.0% | -21.4% |
| 5Y | +65.9% | +48.2% | +17.7% | +10.0% |
| All | +427.9% | +150.0% | +277.8% | +124.2% |
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