+79.0%
LIND vs VT
+53.2%
+25.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -4.1% | -1.7% | +2.1% |
| 7D | -15.5% | -4.2% | -11.4% | -8.4% |
| 30D | -12.5% | -5.8% | -6.7% | -1.7% |
| 3M | -7.4% | -5.2% | -2.2% | +2.6% |
| 6M | +54.2% | +0.1% | +54.1% | +53.1% |
| YTD | +118.9% | +8.2% | +110.7% | +89.0% |
| 1Y | +152.6% | +10.1% | +142.4% | +110.5% |
| 3Y | +374.7% | +69.7% | +305.1% | +63.2% |
| 5Y | +79.0% | +53.4% | +25.6% | -18.3% |
| All | +79.0% | +53.2% | +25.8% | -18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling