+978.8%
LINC price history and return analytics
+226.9%
+751.9%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.6% | +1.5% |
| 7D | -4.3% | -2.0% | -2.3% | -2.7% |
| 30D | -19.7% | -1.4% | -18.3% | -18.8% |
| 3M | -48.6% | +4.7% | -53.3% | -50.6% |
| 6M | -32.9% | +11.4% | -44.2% | -38.6% |
| YTD | +1.0% | +13.1% | -12.1% | -9.0% |
| 1Y | +28.3% | +19.0% | +9.3% | +11.2% |
| 3Y | +182.8% | +73.9% | +108.9% | +83.1% |
| 5Y | +298.4% | +65.4% | +233.0% | +165.9% |
| All | +978.8% | +226.9% | +751.9% | +300.1% |
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