+417.3%
LIN vs VOO
+317.9%
+99.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.4% | -1.0% |
| 7D | +0.1% | +0.1% | 0.0% | -0.1% |
| 30D | +7.6% | -3.3% | +10.9% | +10.4% |
| 3M | +6.5% | -2.4% | +8.9% | +8.4% |
| 6M | +6.2% | +2.6% | +3.6% | +3.1% |
| YTD | +23.2% | +11.3% | +12.0% | +11.0% |
| 1Y | +25.4% | +13.4% | +12.0% | +10.9% |
| 3Y | +38.3% | +80.3% | -42.0% | -21.5% |
| 5Y | +64.4% | +72.7% | -8.3% | -3.2% |
| 10Y | +417.3% | +310.0% | +107.3% | +24.2% |
| All | +417.3% | +317.9% | +99.4% | +24.2% |
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