+189.4%
LIND vs VT
+75.0%
+114.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.5% |
| 7D | -12.6% | +0.4% | -13.0% | -13.2% |
| 30D | -24.2% | +1.0% | -25.1% | -25.4% |
| 3M | +16.6% | +2.4% | +14.2% | +11.5% |
| 6M | +40.7% | +12.0% | +28.7% | +15.9% |
| YTD | +79.4% | +15.3% | +64.1% | +40.6% |
| 1Y | +78.7% | +22.6% | +56.1% | +25.2% |
| All | +189.4% | +75.0% | +114.4% | -17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling