+1,186.7%
LPLA vs VEU
+152.3%
+1,034.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | +0.8% |
| 7D | -3.7% | -1.9% | -1.7% | -1.5% |
| 30D | -6.4% | -0.7% | -5.6% | -5.7% |
| 3M | +20.2% | +4.9% | +15.3% | +12.9% |
| 6M | +12.8% | +9.8% | +3.0% | -1.0% |
| YTD | -2.5% | +15.3% | -17.8% | -19.6% |
| 1Y | +1.9% | +23.0% | -21.1% | -22.4% |
| 3Y | +45.0% | +73.5% | -28.5% | -30.0% |
| 5Y | +146.6% | +54.5% | +92.1% | +40.4% |
| All | +1,186.7% | +152.3% | +1,034.4% | +361.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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