+0.3%
LIN vs VTV
+25.9%
-25.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.4% |
| 7D | -3.5% | +0.3% | -3.8% | -3.6% |
| 30D | -4.1% | +0.1% | -4.2% | -4.2% |
| 3M | -6.4% | +6.2% | -12.6% | -9.6% |
| 6M | -2.4% | +13.5% | -15.9% | -9.0% |
| YTD | +10.9% | +18.9% | -7.9% | -0.5% |
| All | +0.3% | +25.9% | -25.6% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 1y: compounded portfolio wealth divided by compounded VTV 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…
1y analysis · Full analysis span regression · 6 months rolling