+2,114.2%
LIN vs VTV
+712.9%
+1,401.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -0.8% |
| 7D | +0.2% | -2.2% | +2.4% | +2.3% |
| 30D | +6.5% | +2.2% | +4.3% | +4.1% |
| 3M | +5.5% | +0.3% | +5.2% | +5.0% |
| 6M | +3.3% | +8.3% | -4.9% | -4.5% |
| YTD | +22.0% | +18.5% | +3.5% | +3.0% |
| 1Y | +25.7% | +23.0% | +2.7% | +2.3% |
| 3Y | +36.2% | +72.6% | -36.4% | -20.8% |
| 5Y | +66.1% | +73.3% | -7.2% | -3.3% |
| 10Y | +431.0% | +238.2% | +192.8% | +61.2% |
| All | +2,114.2% | +712.9% | +1,401.3% | +141.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling