+449.6%
V vs LIN
+430.4%
+19.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -2.8% |
| 7D | +2.9% | +3.6% | -0.7% | +0.8% |
| 30D | +14.0% | +6.4% | +7.6% | +9.9% |
| 3M | +14.9% | +6.5% | +8.4% | +10.5% |
| 6M | +31.7% | +4.9% | +26.9% | +27.3% |
| YTD | +21.2% | +23.4% | -2.2% | +5.0% |
| 1Y | +25.3% | +26.3% | -1.0% | +6.9% |
| 3Y | +77.5% | +38.0% | +39.5% | +42.0% |
| 5Y | +102.6% | +68.0% | +34.6% | +39.8% |
| All | +449.6% | +430.4% | +19.3% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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