+978.8%
LINC vs VOO
+321.7%
+657.1%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.2% |
| 7D | -4.3% | -2.0% | -2.3% | -2.9% |
| 30D | -19.7% | -1.7% | -18.1% | -18.7% |
| 3M | -48.6% | +4.7% | -53.3% | -50.4% |
| 6M | -32.9% | +12.6% | -45.4% | -38.5% |
| YTD | +1.0% | +11.8% | -10.8% | -7.1% |
| 1Y | +28.3% | +17.5% | +10.8% | +14.0% |
| 3Y | +182.8% | +77.0% | +105.8% | +91.0% |
| 5Y | +298.4% | +82.6% | +215.8% | +161.4% |
| All | +978.8% | +321.7% | +657.1% | +257.2% |
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