+27.3%
LIN vs VUG
+4.9%
+22.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.0% | +2.7% |
| 7D | +3.3% | -3.0% | +6.3% | +3.0% |
| 30D | +8.8% | -6.4% | +15.2% | +8.3% |
| 3M | +8.6% | -3.2% | +11.8% | +8.4% |
| 6M | +7.0% | +3.1% | +3.9% | +7.2% |
| YTD | +24.3% | +6.3% | +18.0% | +25.5% |
| 1Y | +27.3% | +5.2% | +22.1% | +28.6% |
| All | +27.3% | +4.9% | +22.4% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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