+10,545.1%
LIN vs VTRS
+321.0%
+10,224.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -2.1% | +3.3% | -5.4% | -2.7% |
| 30D | -2.4% | -3.6% | +1.2% | -1.8% |
| 3M | -5.6% | +7.0% | -12.5% | -6.9% |
| 6M | -3.4% | +17.5% | -20.8% | -6.7% |
| YTD | +13.1% | +38.8% | -25.7% | +5.8% |
| 1Y | +2.5% | +69.2% | -66.7% | -7.9% |
| 3Y | +27.6% | +77.5% | -49.8% | +11.7% |
| 5Y | +63.0% | +39.9% | +23.1% | +46.7% |
| 10Y | +359.3% | -47.1% | +406.4% | +364.1% |
| All | +10,545.1% | +321.0% | +10,224.2% | +6,436.6% |
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