+27.3%
LIN vs VIG
+19.5%
+7.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.1% | +0.5% | +1.7% |
| 7D | +3.3% | +2.7% | +0.5% | +2.1% |
| 30D | +8.8% | +7.0% | +1.8% | +5.7% |
| 3M | +8.6% | +4.0% | +4.6% | +6.8% |
| 6M | +7.0% | +12.3% | -5.3% | +2.5% |
| YTD | +24.3% | +16.4% | +7.9% | +18.1% |
| 1Y | +27.3% | +19.2% | +8.0% | +18.4% |
| All | +27.3% | +19.5% | +7.7% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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