+1,768.2%
LIN vs VNQ
+402.3%
+1,365.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | +2.0% | +2.2% | -0.2% | +0.9% |
| 30D | +7.9% | +7.1% | +0.8% | +4.2% |
| 3M | +6.3% | +0.8% | +5.5% | +5.7% |
| 6M | +6.5% | +2.2% | +4.2% | +5.1% |
| YTD | +23.6% | +12.8% | +10.7% | +16.0% |
| 1Y | +25.7% | +11.7% | +14.0% | +18.6% |
| 3Y | +35.6% | +44.5% | -8.9% | +11.6% |
| 5Y | +65.9% | +7.6% | +58.2% | +56.9% |
| 10Y | +412.1% | +85.2% | +326.9% | +269.0% |
| All | +1,768.2% | +402.3% | +1,365.9% | +605.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling