+217.2%
LIND vs VOO
+79.1%
+138.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +3.5% |
| 7D | +3.7% | +0.5% | +3.2% | +2.8% |
| 30D | -21.8% | -0.9% | -20.9% | -20.6% |
| 3M | +24.1% | +3.9% | +20.2% | +16.5% |
| 6M | +48.8% | +14.5% | +34.3% | +20.5% |
| YTD | +84.1% | +13.0% | +71.2% | +52.6% |
| 1Y | +89.6% | +19.4% | +70.2% | +43.5% |
| 3Y | +217.2% | +78.9% | +138.3% | +1.1% |
| All | +217.2% | +79.1% | +138.1% | +1.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling