+909.2%
VTI vs LIN
+3,156.8%
-2,247.6%
-55.5%
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% | -6.5% |
| 30D | -5.8% | +6.4% | -12.1% | -9.0% |
| 3M | -4.8% | +6.5% | -11.3% | -8.2% |
| 6M | +1.5% | +4.9% | -3.3% | -1.8% |
| YTD | +8.5% | +23.4% | -15.0% | -4.6% |
| 1Y | +9.4% | +26.3% | -16.9% | -5.1% |
| 3Y | +73.9% | +38.0% | +35.9% | +42.2% |
| 5Y | +59.5% | +68.0% | -8.5% | +15.1% |
| 10Y | +295.8% | +437.1% | -141.3% | +45.4% |
| All | +909.2% | +3,156.8% | -2,247.6% | +39.3% |
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