+85.0%
LIND vs VOO
+81.6%
+3.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -4.0% | -3.7% |
| 7D | -0.1% | -0.4% | +0.2% | +0.5% |
| 30D | -23.2% | -1.4% | -21.9% | -21.3% |
| 3M | +13.9% | +3.7% | +10.2% | +6.6% |
| 6M | +42.4% | +13.0% | +29.4% | +16.0% |
| YTD | +75.9% | +12.4% | +63.4% | +44.8% |
| 1Y | +87.4% | +18.6% | +68.8% | +40.0% |
| 3Y | +203.0% | +78.1% | +124.9% | +8.4% |
| 5Y | +85.0% | +82.3% | +2.7% | -33.6% |
| All | +85.0% | +81.6% | +3.4% | -33.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling