+90.8%
LIND vs VT
+66.2%
+24.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -25.5% |
| 3M | +16.6% | +2.4% | +14.2% | +10.9% |
| 6M | +40.7% | +12.0% | +28.7% | +14.0% |
| YTD | +79.4% | +15.3% | +64.1% | +37.4% |
| 1Y | +78.7% | +22.6% | +56.1% | +20.9% |
| 3Y | +191.7% | +74.7% | +117.0% | -2.6% |
| All | +90.8% | +66.2% | +24.6% | -27.4% |
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