+2,139.9%
LIN vs VO
+799.0%
+1,340.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.8% | +2.4% |
| 7D | +3.6% | -3.3% | +6.9% | +6.6% |
| 30D | +6.4% | -1.8% | +8.2% | +7.9% |
| 3M | +6.5% | -3.4% | +9.9% | +9.4% |
| 6M | +4.9% | +3.0% | +1.9% | +1.7% |
| YTD | +23.4% | +10.7% | +12.7% | +11.8% |
| 1Y | +26.3% | +11.8% | +14.5% | +13.3% |
| 3Y | +38.0% | +60.4% | -22.4% | -11.4% |
| 5Y | +68.0% | +33.6% | +34.4% | +25.8% |
| 10Y | +437.1% | +202.0% | +235.2% | +89.9% |
| All | +2,139.9% | +799.0% | +1,340.8% | +158.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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