+63.3%
LIN vs VTR
+95.0%
-31.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | +0.2% | +4.7% | -4.5% | -0.9% |
| 30D | +6.5% | +10.9% | -4.4% | +3.7% |
| 3M | +5.5% | -3.2% | +8.7% | +6.1% |
| 6M | +3.3% | +3.7% | -0.3% | +1.9% |
| YTD | +22.0% | +16.8% | +5.2% | +16.5% |
| 1Y | +25.7% | +21.3% | +4.4% | +18.7% |
| 3Y | +36.2% | +119.0% | -82.8% | +8.0% |
| All | +63.3% | +95.0% | -31.7% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 5y: compounded portfolio wealth divided by compounded VTR 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…
5y analysis · Full analysis span regression · 6 months rolling