+60.8%
LIN vs VWO
+34.9%
+25.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | -3.5% | +0.9% | -4.4% | -3.9% |
| 30D | -4.1% | +1.3% | -5.4% | -4.7% |
| 3M | -6.4% | +5.1% | -11.5% | -8.9% |
| 6M | -2.4% | +12.5% | -15.0% | -9.1% |
| YTD | +10.9% | +14.0% | -3.1% | +2.4% |
| 1Y | 0.0% | +19.7% | -19.7% | -10.6% |
| 3Y | +25.8% | +66.8% | -41.0% | -10.7% |
| 5Y | +60.8% | +36.2% | +24.6% | +31.9% |
| All | +60.8% | +34.9% | +25.9% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 5y: compounded portfolio wealth divided by compounded VWO 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…
5y analysis · Full analysis span regression · 6 months rolling