+84.7%
LINC vs VT
+69.4%
+15.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -4.1% | -8.7% | -8.5% |
| 7D | -20.7% | -4.2% | -16.5% | -16.7% |
| 30D | -22.8% | -5.8% | -17.0% | -17.6% |
| 3M | -59.2% | -5.2% | -54.0% | -56.6% |
| 6M | -61.1% | +0.1% | -61.2% | -61.0% |
| YTD | -27.3% | +8.2% | -35.6% | -33.3% |
| 1Y | -1.4% | +10.1% | -11.5% | -11.2% |
| All | +84.7% | +69.4% | +15.4% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling