+785.4%
VOO vs LIN
+702.1%
+83.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.7% | -4.0% |
| 7D | -4.7% | +3.6% | -8.3% | -6.6% |
| 30D | -5.9% | +6.4% | -12.3% | -9.2% |
| 3M | -4.5% | +6.5% | -11.0% | -8.0% |
| 6M | +1.9% | +4.9% | -3.0% | -1.6% |
| YTD | +8.4% | +23.4% | -15.0% | -5.1% |
| 1Y | +9.5% | +26.3% | -16.9% | -5.6% |
| 3Y | +75.3% | +38.0% | +37.3% | +41.9% |
| 5Y | +67.9% | +68.0% | -0.1% | +18.8% |
| 10Y | +314.4% | +437.1% | -122.7% | +39.2% |
| All | +785.4% | +702.1% | +83.3% | +116.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling