+642.0%
LIN vs VOO
+817.1%
-175.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.6% |
| 7D | -2.1% | +0.1% | -2.2% | -2.2% |
| 30D | -2.4% | +0.1% | -2.5% | -2.5% |
| 3M | -5.6% | +2.0% | -7.6% | -7.6% |
| 6M | -3.4% | +13.0% | -16.4% | -13.9% |
| YTD | +13.1% | +13.6% | -0.5% | +0.3% |
| 1Y | +2.5% | +20.1% | -17.6% | -13.8% |
| 3Y | +27.6% | +77.6% | -50.0% | -26.1% |
| 5Y | +63.0% | +82.4% | -19.4% | -8.4% |
| 10Y | +359.3% | +316.8% | +42.4% | +20.3% |
| All | +642.0% | +817.1% | -175.1% | -7.0% |
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 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