+269.2%
LIND price history and return analytics
+300.5%
-31.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.2% |
| 7D | +8.0% | -0.1% | +8.1% | +8.4% |
| 30D | -1.3% | -3.1% | +1.8% | +3.8% |
| 3M | +7.1% | -3.5% | +10.6% | +13.2% |
| 6M | +67.6% | +0.5% | +67.2% | +66.6% |
| YTD | +145.3% | +10.8% | +134.5% | +113.0% |
| 1Y | +189.7% | +11.9% | +177.8% | +147.6% |
| 3Y | +476.1% | +73.0% | +403.1% | +161.2% |
| 5Y | +109.0% | +58.6% | +50.4% | +14.9% |
| 10Y | +293.4% | +219.2% | +74.3% | +20.6% |
| All | +269.2% | +300.5% | -31.3% | +8.6% |
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