+417.5%
LIN vs VOO
+309.9%
+107.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.4% |
| 7D | +0.2% | -2.7% | +2.9% | +2.4% |
| 30D | +6.5% | -5.4% | +11.8% | +11.2% |
| 3M | +5.5% | -4.1% | +9.5% | +8.8% |
| 6M | +3.3% | +0.7% | +2.6% | +1.9% |
| YTD | +22.0% | +8.7% | +13.3% | +12.1% |
| 1Y | +25.7% | +11.0% | +14.8% | +13.3% |
| 3Y | +36.2% | +75.5% | -39.2% | -20.8% |
| 5Y | +66.1% | +68.4% | -2.3% | -0.1% |
| All | +417.5% | +309.9% | +107.6% | +27.5% |
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