+28.4%
LIN vs VTEB
+9.4%
+19.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.1% | -0.8% | -1.4% | -1.6% |
| 30D | -2.4% | -1.3% | -1.1% | -1.5% |
| 3M | -5.6% | -2.1% | -3.4% | -4.1% |
| 6M | -3.4% | -1.7% | -1.7% | -2.2% |
| YTD | +13.1% | -0.6% | +13.7% | +13.7% |
| 1Y | +2.5% | +3.1% | -0.6% | +0.5% |
| All | +28.4% | +9.4% | +19.0% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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