+11.0%
IVV vs LPLA
-20.6%
+31.5%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.5% |
| 7D | -2.7% | +4.1% | -6.8% | -3.0% |
| 30D | -5.4% | -9.0% | +3.7% | -4.5% |
| 3M | -4.1% | -17.6% | +13.6% | -2.2% |
| 6M | +0.7% | -8.8% | +9.6% | +1.7% |
| YTD | +8.7% | -17.0% | +25.8% | +10.2% |
| 1Y | +11.0% | -20.4% | +31.4% | +14.0% |
| All | +11.0% | -20.6% | +31.5% | +14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling