+718.1%
LIN vs VOO
+806.9%
-88.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | -0.2% |
| 7D | +0.3% | -0.9% | +1.3% | +1.0% |
| 30D | +8.0% | -2.3% | +10.4% | +10.0% |
| 3M | +7.7% | -1.2% | +8.9% | +8.4% |
| 6M | +5.1% | +3.3% | +1.7% | +1.3% |
| YTD | +24.7% | +12.3% | +12.4% | +11.3% |
| 1Y | +25.1% | +12.5% | +12.6% | +11.3% |
| 3Y | +36.8% | +79.2% | -42.3% | -21.7% |
| 5Y | +67.9% | +75.7% | -7.8% | -2.7% |
| 10Y | +427.2% | +313.7% | +113.5% | +38.5% |
| All | +718.1% | +806.9% | -88.8% | +3.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling