+1,952.2%
LIN vs VGT
+2,283.9%
-331.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.2% |
| 7D | -2.1% | +1.0% | -3.1% | -2.8% |
| 30D | -2.4% | +1.3% | -3.7% | -3.5% |
| 3M | -5.6% | -1.1% | -4.4% | -6.2% |
| 6M | -3.4% | +32.6% | -36.0% | -22.3% |
| YTD | +13.1% | +29.0% | -15.9% | -7.7% |
| 1Y | +2.5% | +39.7% | -37.2% | -21.7% |
| 3Y | +27.6% | +120.9% | -93.3% | -33.8% |
| 5Y | +63.0% | +133.6% | -70.5% | -21.6% |
| 10Y | +359.3% | +792.6% | -433.3% | -30.6% |
| All | +1,952.2% | +2,283.9% | -331.7% | +17.7% |
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