+1,120.3%
LIN vs VEU
+168.5%
+951.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.3% |
| 7D | +0.2% | -1.6% | +1.8% | +1.5% |
| 30D | +6.5% | -4.3% | +10.8% | +10.2% |
| 3M | +5.5% | -5.8% | +11.3% | +10.4% |
| 6M | +3.3% | -4.4% | +7.7% | +6.1% |
| YTD | +22.0% | +8.7% | +13.4% | +11.5% |
| 1Y | +25.7% | +12.6% | +13.1% | +11.4% |
| 3Y | +36.2% | +65.2% | -29.0% | -13.8% |
| 5Y | +66.1% | +45.5% | +20.5% | +17.3% |
| 10Y | +431.0% | +142.7% | +288.2% | +147.9% |
| All | +1,120.3% | +168.5% | +951.8% | +375.4% |
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