+293.9%
VTI vs LIN
+418.8%
-124.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.8% |
| 7D | -0.7% | +0.3% | -1.1% | -0.9% |
| 30D | -1.9% | +8.0% | -10.0% | -5.9% |
| 3M | -1.4% | +7.7% | -9.1% | -5.4% |
| 6M | +3.5% | +5.1% | -1.6% | +0.1% |
| YTD | +12.6% | +24.7% | -12.1% | -1.5% |
| 1Y | +12.7% | +25.1% | -12.3% | -1.7% |
| 3Y | +78.8% | +36.8% | +42.0% | +46.8% |
| 5Y | +67.2% | +67.9% | -0.7% | +20.1% |
| 10Y | +293.9% | +427.2% | -133.3% | +59.8% |
| All | +293.9% | +418.8% | -124.9% | +59.8% |
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