+199.3%
LINC vs VT
+57.4%
+141.9%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.6% | +2.6% | +22.0% | +22.1% |
| 7D | +9.3% | +0.4% | +8.9% | +9.7% |
| 30D | -6.3% | -2.6% | -3.7% | -3.4% |
| 3M | -46.3% | -3.2% | -43.1% | -44.3% |
| 6M | -50.8% | +0.9% | -51.8% | -51.0% |
| YTD | -8.9% | +11.3% | -20.2% | -17.3% |
| 1Y | +23.6% | +14.0% | +9.6% | +10.0% |
| 3Y | +144.4% | +75.8% | +68.6% | +50.1% |
| 5Y | +199.3% | +57.8% | +141.5% | +98.1% |
| All | +199.3% | +57.4% | +141.9% | +98.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling