+36.7%
LIN vs VEU
+70.2%
-33.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.7% | +0.7% |
| 7D | +2.1% | +2.1% | 0.0% | +1.3% |
| 30D | +6.8% | -0.9% | +7.7% | +7.1% |
| 3M | +10.4% | -5.4% | +15.8% | +12.6% |
| 6M | +3.2% | -1.8% | +4.9% | +3.4% |
| YTD | +24.6% | +10.9% | +13.7% | +17.0% |
| 1Y | +24.4% | +13.6% | +10.8% | +15.2% |
| 3Y | +36.7% | +69.3% | -32.5% | +6.3% |
| All | +36.7% | +70.2% | -33.5% | +6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling