+170.8%
LINC vs VOO
+817.1%
-646.3%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.0% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | -40.4% | +0.1% | -40.5% | -40.4% |
| 3M | -49.3% | +2.0% | -51.3% | -50.3% |
| 6M | -28.7% | +13.0% | -41.7% | -36.0% |
| YTD | +6.2% | +13.6% | -7.4% | -5.2% |
| 1Y | +31.7% | +20.1% | +11.6% | +12.1% |
| 3Y | +195.4% | +77.6% | +117.8% | +81.3% |
| 5Y | +309.6% | +82.4% | +227.1% | +142.4% |
| 10Y | +1,256.6% | +316.8% | +939.8% | +235.8% |
| All | +170.8% | +817.1% | -646.3% | -80.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling