+1,031.1%
LIN vs VEU
+192.1%
+839.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.4% |
| 7D | -2.1% | +1.1% | -3.3% | -3.1% |
| 30D | -2.4% | +2.2% | -4.6% | -4.2% |
| 3M | -5.6% | +3.0% | -8.6% | -8.4% |
| 6M | -3.4% | +10.9% | -14.2% | -12.6% |
| YTD | +13.1% | +18.2% | -5.1% | -3.3% |
| 1Y | +2.5% | +28.3% | -25.8% | -18.4% |
| 3Y | +27.6% | +74.6% | -47.0% | -22.6% |
| 5Y | +63.0% | +56.4% | +6.7% | +8.9% |
| 10Y | +359.3% | +153.0% | +206.3% | +107.6% |
| All | +1,031.1% | +192.1% | +839.0% | +312.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling