+64.4%
LIN vs VNQ
+7.4%
+57.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.7% | +0.1% |
| 7D | +0.1% | +2.4% | -2.2% | -1.1% |
| 30D | +7.6% | +7.3% | +0.2% | +3.5% |
| 3M | +6.5% | -0.3% | +6.8% | +6.6% |
| 6M | +6.2% | +2.5% | +3.7% | +4.6% |
| YTD | +23.2% | +13.1% | +10.1% | +14.6% |
| 1Y | +25.4% | +11.9% | +13.5% | +17.3% |
| 3Y | +38.3% | +46.2% | -7.9% | +9.1% |
| 5Y | +64.4% | +7.4% | +57.0% | +57.3% |
| All | +64.4% | +7.4% | +57.0% | +57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling