+35.8%
LIN vs VSXY
+446.9%
-411.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.8% | +4.0% | -0.7% |
| 7D | +0.2% | -1.6% | +1.8% | +0.3% |
| 30D | +6.2% | +17.8% | -11.6% | +5.8% |
| 3M | +9.3% | +12.5% | -3.1% | +9.0% |
| 6M | +4.4% | +124.7% | -120.4% | +1.8% |
| YTD | +23.7% | +93.2% | -69.4% | +21.0% |
| 1Y | +23.5% | +195.6% | -172.2% | +18.7% |
| All | +35.8% | +446.9% | -411.1% | +28.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling