-32.6%
LINK vs VT
+221.8%
-254.4%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.3% | -6.3% | -6.4% |
| 7D | -8.1% | +2.4% | -10.4% | -9.1% |
| 30D | -32.6% | -1.5% | -31.1% | -31.9% |
| 3M | -48.8% | -4.1% | -44.7% | -47.6% |
| 6M | -20.4% | +0.6% | -20.9% | -19.7% |
| YTD | -26.5% | +11.0% | -37.6% | -28.6% |
| 1Y | -36.5% | +13.3% | -49.9% | -38.7% |
| 3Y | -39.8% | +73.4% | -113.2% | -48.7% |
| 5Y | -31.3% | +57.4% | -88.7% | -40.1% |
| All | -32.6% | +221.8% | -254.4% | -57.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling