+169.2%
LIND vs VT
+15.2%
+154.0%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.7% | +0.6% | -0.7% |
| 7D | -6.4% | -0.3% | -6.1% | -6.0% |
| 30D | -5.8% | -1.4% | -4.4% | -3.4% |
| 3M | -1.7% | -1.4% | -0.3% | +0.8% |
| 6M | +87.9% | +5.5% | +82.4% | +68.4% |
| YTD | +132.5% | +12.8% | +119.6% | +86.6% |
| 1Y | +169.2% | +15.4% | +153.8% | +109.9% |
| All | +169.2% | +15.2% | +154.0% | +109.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling