+291.1%
VTI vs LIN
+420.6%
-129.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.3% | 0.0% |
| 7D | +3.4% | +0.2% | +3.1% | +3.2% |
| 30D | -2.3% | +6.2% | -8.5% | -5.4% |
| 3M | -2.2% | +9.3% | -11.5% | -6.9% |
| 6M | +3.3% | +4.4% | -1.1% | +0.2% |
| YTD | +12.1% | +23.7% | -11.7% | -1.5% |
| 1Y | +12.2% | +23.5% | -11.2% | -1.4% |
| 3Y | +78.0% | +35.8% | +42.2% | +46.8% |
| 5Y | +65.2% | +65.9% | -0.7% | +19.5% |
| All | +291.1% | +420.6% | -129.5% | +58.7% |
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 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