+307.0%
LINC vs VT
+66.2%
+240.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +0.8% | +0.4% | +0.4% | +0.5% |
| 30D | -40.4% | +1.0% | -41.4% | -40.8% |
| 3M | -49.3% | +2.4% | -51.7% | -50.4% |
| 6M | -28.7% | +12.0% | -40.7% | -35.6% |
| YTD | +6.2% | +15.3% | -9.2% | -6.8% |
| 1Y | +31.7% | +22.6% | +9.1% | +9.6% |
| 3Y | +195.4% | +74.7% | +120.7% | +84.2% |
| All | +307.0% | +66.2% | +240.8% | +151.8% |
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