-7.9%
LINK vs VT
+20.4%
-28.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.7% | +6.5% |
| 7D | +6.8% | -0.1% | +7.0% | +7.1% |
| 30D | +11.3% | -0.7% | +12.0% | +13.4% |
| 3M | +20.9% | +4.0% | +16.9% | +12.4% |
| 6M | +78.0% | +12.3% | +65.8% | +48.9% |
| YTD | +49.2% | +14.0% | +35.2% | +16.9% |
| 1Y | -7.9% | +20.3% | -28.2% | -25.2% |
| All | -7.9% | +20.4% | -28.3% | -25.2% |
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