+25.7%
LIN vs VIG
+14.5%
+11.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -1.0% |
| 7D | +0.2% | -1.8% | +2.0% | +0.9% |
| 30D | +6.5% | +2.7% | +3.8% | +5.2% |
| 3M | +5.5% | 0.0% | +5.5% | +5.3% |
| 6M | +3.3% | +6.8% | -3.4% | +0.8% |
| YTD | +22.0% | +12.1% | +10.0% | +17.8% |
| 1Y | +25.7% | +14.8% | +10.9% | +18.8% |
| All | +25.7% | +14.5% | +11.2% | +18.8% |
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