+1,210.9%
LPLA vs ITOT
+303.4%
+907.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.0% | +0.9% |
| 7D | -1.5% | -0.9% | -0.6% | -0.4% |
| 30D | -6.0% | -1.5% | -4.6% | -4.3% |
| 3M | +24.0% | +3.6% | +20.5% | +18.7% |
| 6M | +17.0% | +13.7% | +3.3% | -0.8% |
| YTD | -0.7% | +12.9% | -13.6% | -14.9% |
| 1Y | +2.1% | +17.2% | -15.1% | -16.4% |
| 3Y | +48.7% | +75.6% | -26.9% | -26.7% |
| 5Y | +151.2% | +75.5% | +75.8% | +23.2% |
| All | +1,210.9% | +303.4% | +907.4% | +115.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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