+24.4%
LIN vs VGT
+16.0%
+8.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +0.6% |
| 7D | +2.1% | +2.5% | -0.4% | +2.3% |
| 30D | +6.8% | -9.5% | +16.3% | +6.0% |
| 3M | +10.4% | -9.5% | +19.9% | +9.6% |
| 6M | +3.2% | -1.8% | +4.9% | +2.9% |
| YTD | +24.6% | +18.4% | +6.2% | +26.4% |
| 1Y | +24.4% | +18.7% | +5.7% | +26.3% |
| All | +24.4% | +16.0% | +8.4% | +26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling