+1,511.0%
LIN vs VWO
+286.0%
+1,225.0%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.9% | -3.1% | -2.3% |
| 7D | +0.2% | -0.4% | +0.6% | +0.4% |
| 30D | +6.5% | -7.6% | +14.1% | +11.6% |
| 3M | +5.5% | -7.6% | +13.1% | +10.4% |
| 6M | +3.3% | -8.7% | +12.0% | +8.4% |
| YTD | +22.0% | +3.2% | +18.9% | +17.8% |
| 1Y | +25.7% | +3.6% | +22.2% | +20.9% |
| 3Y | +36.2% | +51.8% | -15.6% | +1.3% |
| 5Y | +66.1% | +26.0% | +40.0% | +38.4% |
| 10Y | +431.0% | +99.3% | +331.6% | +227.0% |
| All | +1,511.0% | +286.0% | +1,225.0% | +433.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling