+44.0%
LIN vs VLTO
+54.7%
-10.7%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.4% |
| 7D | +3.3% | +13.8% | -10.6% | -0.7% |
| 30D | +8.8% | +21.2% | -12.4% | +2.6% |
| 3M | +8.6% | +21.5% | -12.9% | +2.3% |
| 6M | +7.0% | +33.0% | -26.0% | -2.1% |
| YTD | +24.3% | +17.8% | +6.5% | +17.8% |
| 1Y | +27.3% | +18.1% | +9.1% | +20.4% |
| 3Y | +38.9% | +67.6% | -28.7% | +22.2% |
| All | +44.0% | +54.7% | -10.7% | +29.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling