+412.1%
LIN vs VOO
+306.9%
+105.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.6% |
| 7D | +2.0% | -0.6% | +2.6% | +2.4% |
| 30D | +7.9% | -3.6% | +11.5% | +11.0% |
| 3M | +6.3% | -2.7% | +9.0% | +8.4% |
| 6M | +6.5% | +2.2% | +4.2% | +3.7% |
| YTD | +23.6% | +10.9% | +12.7% | +11.6% |
| 1Y | +25.7% | +11.3% | +14.4% | +13.0% |
| 3Y | +35.6% | +76.9% | -41.3% | -21.7% |
| 5Y | +65.9% | +73.5% | -7.7% | -2.9% |
| 10Y | +412.1% | +307.7% | +104.4% | +24.0% |
| All | +412.1% | +306.9% | +105.2% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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