+431.5%
LIN vs VNQ
+83.2%
+348.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +2.1% | +0.8% | +1.3% | +1.6% |
| 30D | +6.8% | +6.8% | 0.0% | +2.6% |
| 3M | +10.4% | -1.3% | +11.7% | +11.1% |
| 6M | +3.2% | +2.4% | +0.8% | +1.4% |
| YTD | +24.6% | +12.1% | +12.5% | +15.6% |
| 1Y | +24.4% | +12.0% | +12.4% | +15.5% |
| 3Y | +36.7% | +44.8% | -8.0% | +6.6% |
| 5Y | +67.0% | +6.9% | +60.2% | +56.7% |
| All | +431.5% | +83.2% | +348.2% | +257.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 10y: compounded portfolio wealth divided by compounded VNQ 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…
10y analysis · Full analysis span regression · 6 months rolling