+141.5%
LINC price history and return analytics
+356.5%
-215.0%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.5% | -0.5% |
| 7D | +29.2% | +2.4% | +26.8% | +27.4% |
| 30D | +1.2% | -1.5% | +2.7% | +3.0% |
| 3M | -24.2% | -4.1% | -20.1% | -21.3% |
| 6M | -56.2% | +0.6% | -56.7% | -56.1% |
| YTD | -5.5% | +11.0% | -16.6% | -12.4% |
| 1Y | +9.6% | +13.3% | -3.7% | +0.2% |
| 3Y | +142.1% | +73.4% | +68.8% | +63.1% |
| 5Y | +210.3% | +57.4% | +152.9% | +123.3% |
| 10Y | +1,100.5% | +221.7% | +878.8% | +410.8% |
| All | +141.5% | +356.5% | -215.0% | -15.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling