+1,052.0%
LINC vs VOO
+309.6%
+742.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.5% |
| 7D | +29.2% | +2.6% | +26.6% | +27.1% |
| 30D | +1.2% | -2.0% | +3.2% | +3.3% |
| 3M | -24.2% | -2.8% | -21.5% | -22.2% |
| 6M | -56.2% | +2.2% | -58.3% | -56.6% |
| YTD | -5.5% | +11.5% | -17.1% | -12.3% |
| 1Y | +9.6% | +13.5% | -3.9% | +0.6% |
| 3Y | +142.1% | +78.1% | +64.1% | +64.8% |
| 5Y | +210.3% | +73.1% | +137.2% | +113.4% |
| All | +1,052.0% | +309.6% | +742.4% | +414.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling