+177.5%
LIND vs VOO
+325.3%
-147.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.1% |
| 7D | -0.8% | -0.8% | 0.0% | +0.5% |
| 30D | -25.0% | -1.1% | -23.9% | -23.6% |
| 3M | +11.0% | +3.9% | +7.1% | +4.2% |
| 6M | +45.4% | +13.6% | +31.8% | +19.6% |
| YTD | +78.0% | +12.7% | +65.3% | +48.6% |
| 1Y | +87.0% | +17.6% | +69.4% | +45.4% |
| 3Y | +206.7% | +77.3% | +129.4% | +25.0% |
| 5Y | +90.1% | +84.1% | +6.0% | -22.5% |
| All | +177.5% | +325.3% | -147.8% | -50.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling