+417.5%
LIN price history and return analytics
+215.5%
+202.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.4% | -1.4% |
| 7D | +0.2% | -2.3% | +2.5% | +2.2% |
| 30D | +6.5% | -5.0% | +11.4% | +11.2% |
| 3M | +5.5% | -4.9% | +10.4% | +9.9% |
| 6M | +3.3% | -1.5% | +4.9% | +3.8% |
| YTD | +22.0% | +8.5% | +13.5% | +11.3% |
| 1Y | +25.7% | +11.4% | +14.4% | +11.7% |
| 3Y | +36.2% | +70.1% | -33.8% | -21.6% |
| 5Y | +66.1% | +53.7% | +12.3% | +5.9% |
| All | +417.5% | +215.5% | +202.0% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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