+25.7%
LIN vs VYM
+19.0%
+6.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.2% | +0.1% |
| 7D | +2.0% | +0.1% | +1.9% | +1.9% |
| 30D | +7.9% | +3.0% | +4.9% | +6.5% |
| 3M | +6.3% | -1.0% | +7.3% | +6.7% |
| 6M | +6.5% | +6.4% | +0.1% | +3.9% |
| YTD | +23.6% | +15.9% | +7.7% | +17.5% |
| 1Y | +25.7% | +18.7% | +7.0% | +16.5% |
| All | +25.7% | +19.0% | +6.8% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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