+960.3%
VTI vs LIN
+2,884.0%
-1,923.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.6% | +0.2% |
| 7D | +0.1% | -2.1% | +2.2% | +1.3% |
| 30D | 0.0% | -2.4% | +2.4% | +1.3% |
| 3M | +2.0% | -5.6% | +7.6% | +4.7% |
| 6M | +13.0% | -3.4% | +16.3% | +14.1% |
| YTD | +13.9% | +13.1% | +0.8% | +5.3% |
| 1Y | +20.0% | +2.5% | +17.5% | +16.7% |
| 3Y | +75.8% | +27.6% | +48.2% | +50.1% |
| 5Y | +73.8% | +63.0% | +10.8% | +27.7% |
| 10Y | +297.5% | +359.3% | -61.8% | +59.3% |
| All | +960.3% | +2,884.0% | -1,923.7% | +53.8% |
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