+25.1%
LIN vs VSH
+103.4%
-78.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.8% | -7.9% | +1.0% |
| 7D | +0.3% | +12.8% | -12.4% | +0.4% |
| 30D | +8.0% | -9.0% | +17.1% | +8.1% |
| 3M | +7.7% | -12.2% | +19.9% | +7.8% |
| 6M | +5.1% | -15.9% | +21.0% | +4.1% |
| YTD | +24.7% | +103.2% | -78.5% | +20.8% |
| 1Y | +25.1% | +108.4% | -83.3% | +19.6% |
| All | +25.1% | +103.4% | -78.3% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling