+37.8%
LIN price history and return analytics
+69.4%
-31.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.4% | +1.2% |
| 7D | +3.6% | -4.2% | +7.8% | +5.6% |
| 30D | +6.4% | -5.8% | +12.2% | +9.2% |
| 3M | +6.5% | -5.2% | +11.7% | +9.0% |
| 6M | +4.9% | +0.1% | +4.7% | +4.1% |
| YTD | +23.4% | +8.2% | +15.2% | +17.2% |
| 1Y | +26.3% | +10.1% | +16.2% | +18.5% |
| All | +37.8% | +69.4% | -31.5% | +2.4% |
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