+11.7%
VOO vs LIN
+25.4%
-13.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.0% | +1.4% | +2.3% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | -3.3% | +7.6% | -10.9% | -3.5% |
| 3M | -2.4% | +6.5% | -8.9% | -2.6% |
| 6M | +2.6% | +6.2% | -3.6% | +2.3% |
| YTD | +11.3% | +23.2% | -12.0% | +9.3% |
| All | +11.7% | +25.4% | -13.7% | +10.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling