+432.0%
LIN vs VGT
+734.9%
-302.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.9% | -2.0% | -0.5% |
| 7D | +0.3% | -1.6% | +1.9% | +0.9% |
| 30D | +8.0% | -10.1% | +18.2% | +13.3% |
| 3M | +7.7% | -5.3% | +13.0% | +9.7% |
| 6M | +5.1% | +0.2% | +4.8% | +2.8% |
| YTD | +24.7% | +21.1% | +3.6% | +9.4% |
| 1Y | +25.1% | +18.2% | +6.9% | +11.0% |
| 3Y | +36.8% | +107.4% | -70.6% | -16.6% |
| 5Y | +67.9% | +111.5% | -43.7% | -1.3% |
| All | +432.0% | +734.9% | -302.9% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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