+38.7%
LIN price history and return analytics
+76.6%
-37.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.7% | +0.9% | +1.8% |
| 7D | +3.3% | -0.3% | +3.6% | +3.4% |
| 30D | +8.8% | -1.4% | +10.2% | +9.5% |
| 3M | +8.6% | -1.4% | +10.0% | +9.2% |
| 6M | +7.0% | +5.5% | +1.5% | +3.7% |
| YTD | +24.3% | +12.8% | +11.4% | +15.8% |
| 1Y | +27.3% | +15.4% | +11.8% | +16.8% |
| All | +38.7% | +76.6% | -37.8% | +1.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling