+68.2%
VOO vs LIN
+64.4%
+3.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.8% |
| 7D | -2.7% | +0.2% | -2.9% | -2.8% |
| 30D | -5.4% | +6.5% | -11.8% | -8.1% |
| 3M | -4.1% | +5.5% | -9.5% | -6.5% |
| 6M | +0.7% | +3.3% | -2.6% | -1.4% |
| YTD | +8.7% | +22.0% | -13.3% | -2.7% |
| 1Y | +11.0% | +25.7% | -14.8% | -2.4% |
| 3Y | +75.5% | +36.2% | +39.2% | +46.4% |
| All | +68.2% | +64.4% | +3.7% | +23.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling