+1,952.2%
LIN vs VTV
+721.7%
+1,230.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.7% | -0.7% |
| 7D | -2.1% | +0.5% | -2.6% | -2.6% |
| 30D | -2.4% | +1.1% | -3.5% | -3.5% |
| 3M | -5.6% | +5.9% | -11.5% | -10.7% |
| 6M | -3.4% | +11.6% | -15.0% | -13.3% |
| YTD | +13.1% | +19.8% | -6.7% | -5.4% |
| 1Y | +2.5% | +26.2% | -23.8% | -18.6% |
| 3Y | +27.6% | +68.5% | -40.9% | -23.9% |
| 5Y | +63.0% | +79.9% | -16.8% | -8.3% |
| 10Y | +359.3% | +229.7% | +129.6% | +43.0% |
| All | +1,952.2% | +721.7% | +1,230.6% | +122.2% |
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