+21.2%
IGV vs LPLA
+145.5%
-124.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | -1.5% | -1.5% | 0.0% | -1.1% |
| 30D | -3.0% | -6.0% | +2.9% | -1.2% |
| 3M | +9.6% | +21.4% | -11.8% | +3.2% |
| 6M | +16.1% | +12.1% | +4.0% | +11.3% |
| YTD | -3.6% | -1.8% | -1.8% | -4.2% |
| 1Y | -7.8% | +3.2% | -11.1% | -10.1% |
| 3Y | +40.0% | +45.9% | -6.0% | +21.2% |
| 5Y | +21.2% | +144.7% | -123.4% | -20.5% |
| All | +21.2% | +145.5% | -124.3% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 5y: compounded portfolio wealth divided by compounded LPLA 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…
5y analysis · Full analysis span regression · 6 months rolling