+709.8%
LIN vs VOO
+775.2%
-65.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.4% | +3.7% | +3.1% |
| 7D | +3.6% | -4.7% | +8.3% | +7.8% |
| 30D | +6.4% | -5.9% | +12.3% | +11.8% |
| 3M | +6.5% | -4.5% | +11.0% | +10.4% |
| 6M | +4.9% | +1.9% | +3.0% | +2.4% |
| YTD | +23.4% | +8.4% | +15.0% | +13.6% |
| 1Y | +26.3% | +9.5% | +16.9% | +15.1% |
| 3Y | +38.0% | +75.3% | -37.3% | -19.6% |
| 5Y | +68.0% | +67.9% | +0.1% | +1.4% |
| 10Y | +437.1% | +314.4% | +122.7% | +40.7% |
| All | +709.8% | +775.2% | -65.4% | +5.4% |
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 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