+308.8%
LINC vs VOO
+82.8%
+226.0%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +1.9% |
| 7D | -2.4% | -0.8% | -1.6% | -1.8% |
| 30D | -16.0% | -1.1% | -15.0% | -15.2% |
| 3M | -47.4% | +3.9% | -51.3% | -49.2% |
| 6M | -32.1% | +13.6% | -45.8% | -39.0% |
| YTD | +3.6% | +12.7% | -9.1% | -6.4% |
| 1Y | +25.7% | +17.6% | +8.1% | +9.7% |
| 3Y | +192.6% | +77.3% | +115.3% | +88.4% |
| All | +308.8% | +82.8% | +226.0% | +164.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling