+11,518.3%
LIN vs VSH
+599.6%
+10,918.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -14.8% | +14.1% | +2.2% |
| 7D | +3.6% | -25.2% | +28.8% | +8.9% |
| 30D | +6.4% | -41.8% | +48.2% | +16.8% |
| 3M | +6.5% | -33.4% | +39.9% | +13.2% |
| 6M | +4.9% | -31.0% | +35.9% | +7.1% |
| YTD | +23.4% | +53.6% | -30.1% | +5.8% |
| 1Y | +26.3% | +46.3% | -20.0% | +9.0% |
| 3Y | +38.0% | -1.0% | +39.0% | +23.6% |
| 5Y | +68.0% | +18.6% | +49.4% | +43.4% |
| 10Y | +437.1% | +91.7% | +345.4% | +303.4% |
| All | +11,518.3% | +599.6% | +10,918.8% | +4,880.4% |
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