-37.2%
LINK vs VT
+13.3%
-50.4%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | 0.0% | -7.4% | -7.5% |
| 7D | -17.3% | -1.6% | -15.7% | -14.1% |
| 30D | -41.2% | -2.5% | -38.7% | -37.4% |
| 3M | -23.3% | -1.3% | -22.0% | -20.3% |
| 6M | +11.5% | +3.1% | +8.4% | +8.9% |
| YTD | -9.8% | +10.9% | -20.7% | -25.5% |
| All | -37.2% | +13.3% | -50.4% | -52.2% |
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