+25.4%
LIN vs VSXY
+217.9%
-192.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.1% | -4.1% | +1.0% |
| 7D | +0.1% | +15.2% | -15.1% | +0.1% |
| 30D | +7.6% | +37.0% | -29.4% | +7.6% |
| 3M | +6.5% | +15.2% | -8.7% | +6.5% |
| 6M | +6.2% | +136.3% | -130.1% | +6.2% |
| YTD | +23.2% | +109.6% | -86.3% | +23.4% |
| All | +25.4% | +217.9% | -192.5% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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