+25.1%
LIN vs VEU
+14.2%
+10.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.8% |
| 7D | +0.3% | -0.5% | +0.9% | +0.4% |
| 30D | +8.0% | -1.0% | +9.0% | +8.1% |
| 3M | +7.7% | -3.6% | +11.3% | +8.0% |
| 6M | +5.1% | -1.2% | +6.2% | +5.0% |
| YTD | +24.7% | +12.0% | +12.7% | +21.7% |
| 1Y | +25.1% | +13.9% | +11.2% | +21.2% |
| All | +25.1% | +14.2% | +10.9% | +21.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling