+2,145.3%
LIN vs VGT
+2,125.7%
+19.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.4% |
| 7D | +0.2% | +5.6% | -5.4% | -3.4% |
| 30D | +6.2% | -10.6% | +16.8% | +13.4% |
| 3M | +9.3% | -6.9% | +16.2% | +13.3% |
| 6M | +4.4% | +0.9% | +3.4% | +0.8% |
| YTD | +23.7% | +20.4% | +3.3% | +4.6% |
| 1Y | +23.5% | +17.4% | +6.1% | +5.8% |
| 3Y | +35.8% | +106.3% | -70.5% | -26.8% |
| 5Y | +65.9% | +107.9% | -42.0% | -14.1% |
| 10Y | +423.1% | +730.9% | -307.8% | -17.8% |
| All | +2,145.3% | +2,125.7% | +19.6% | +33.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling