+36.9%
LIN vs VOO
+79.7%
-42.9%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.4% |
| 7D | +0.3% | -0.9% | +1.3% | +0.7% |
| 30D | +8.0% | -2.3% | +10.4% | +9.1% |
| 3M | +7.7% | -1.2% | +8.9% | +8.1% |
| 6M | +5.1% | +3.3% | +1.7% | +3.1% |
| YTD | +24.7% | +12.3% | +12.4% | +17.2% |
| 1Y | +25.1% | +12.5% | +12.6% | +17.4% |
| All | +36.9% | +79.7% | -42.9% | +1.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling