+1,609.9%
LIN vs VNQ
+392.5%
+1,217.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.6% |
| 7D | -2.1% | -1.3% | -0.9% | -1.5% |
| 30D | -2.4% | -2.9% | +0.5% | -1.0% |
| 3M | -5.6% | +0.8% | -6.4% | -6.0% |
| 6M | -3.4% | +2.5% | -5.9% | -4.8% |
| YTD | +13.1% | +10.6% | +2.5% | +7.3% |
| 1Y | +2.5% | +9.1% | -6.6% | -2.2% |
| 3Y | +27.6% | +31.0% | -3.4% | +10.2% |
| 5Y | +63.0% | +4.9% | +58.1% | +56.3% |
| 10Y | +359.3% | +59.5% | +299.8% | +254.5% |
| All | +1,609.9% | +392.5% | +1,217.4% | +552.9% |
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