+37.8%
LIN vs VLTO
+68.7%
-30.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | +3.6% | +12.0% | -8.4% | -0.1% |
| 30D | +6.4% | +20.8% | -14.5% | +0.2% |
| 3M | +6.5% | +20.1% | -13.6% | +0.4% |
| 6M | +4.9% | +32.6% | -27.8% | -4.4% |
| YTD | +23.4% | +17.3% | +6.1% | +16.9% |
| 1Y | +26.3% | +17.3% | +9.0% | +19.5% |
| All | +37.8% | +68.7% | -30.9% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 3y: compounded portfolio wealth divided by compounded VLTO 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…
3y analysis · Full analysis span regression · 6 months rolling