+310.0%
VOO vs LIN
+430.8%
-120.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.0% | +1.4% | +1.8% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -3.3% | +7.6% | -10.9% | -7.0% |
| 3M | -2.4% | +6.5% | -8.9% | -5.8% |
| 6M | +2.6% | +6.2% | -3.6% | -1.3% |
| YTD | +11.3% | +23.2% | -12.0% | -1.9% |
| 1Y | +13.4% | +25.4% | -12.0% | -1.1% |
| 3Y | +80.3% | +38.3% | +42.0% | +47.2% |
| 5Y | +72.7% | +64.4% | +8.3% | +25.6% |
| 10Y | +310.0% | +417.3% | -107.3% | +68.2% |
| All | +310.0% | +430.8% | -120.8% | +68.2% |
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