+11,385.0%
LIN vs VSH
+639.6%
+10,745.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.7% | -6.9% | -2.2% |
| 7D | +0.2% | -12.9% | +13.1% | +2.4% |
| 30D | +6.5% | -36.9% | +43.3% | +15.0% |
| 3M | +5.5% | -28.8% | +34.2% | +10.6% |
| 6M | +3.3% | -30.3% | +33.6% | +5.3% |
| YTD | +22.0% | +62.4% | -40.3% | +3.4% |
| 1Y | +25.7% | +62.5% | -36.8% | +6.2% |
| 3Y | +36.2% | +7.4% | +28.8% | +20.0% |
| 5Y | +66.1% | +25.4% | +40.6% | +40.2% |
| 10Y | +431.0% | +102.6% | +328.3% | +294.3% |
| All | +11,385.0% | +639.6% | +10,745.4% | +4,768.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling