+11,546.4%
LIN vs VTRS
+415.5%
+11,130.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.4% |
| 7D | +0.2% | +9.0% | -8.7% | -1.4% |
| 30D | +6.2% | +19.8% | -13.7% | +2.6% |
| 3M | +9.3% | +29.3% | -20.0% | +4.1% |
| 6M | +4.4% | +22.2% | -17.8% | +0.2% |
| YTD | +23.7% | +69.9% | -46.2% | +11.3% |
| 1Y | +23.5% | +94.4% | -70.9% | +8.3% |
| 3Y | +35.8% | +154.8% | -119.1% | +11.2% |
| 5Y | +65.9% | +80.8% | -14.9% | +42.3% |
| 10Y | +423.1% | -31.8% | +454.9% | +405.3% |
| All | +11,546.4% | +415.5% | +11,130.9% | +6,780.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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