+913.2%
VTI vs LIN
+3,119.5%
-2,206.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +1.0% |
| 7D | -2.6% | +0.2% | -2.8% | -2.7% |
| 30D | -5.0% | +6.5% | -11.5% | -8.3% |
| 3M | -4.3% | +5.5% | -9.8% | -7.3% |
| 6M | +0.6% | +3.3% | -2.8% | -2.0% |
| YTD | +8.9% | +22.0% | -13.2% | -3.7% |
| 1Y | +11.1% | +25.7% | -14.6% | -3.4% |
| 3Y | +74.5% | +36.2% | +38.3% | +43.7% |
| 5Y | +60.1% | +66.1% | -6.0% | +16.3% |
| 10Y | +297.4% | +431.0% | -133.6% | +46.9% |
| All | +913.2% | +3,119.5% | -2,206.3% | +40.8% |
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 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