+1,350.8%
LPLA vs VEU
+195.9%
+1,154.9%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.8% |
| 7D | -3.1% | +1.1% | -4.2% | -4.1% |
| 30D | -0.1% | +2.2% | -2.3% | -2.3% |
| 3M | +23.2% | +3.0% | +20.2% | +18.8% |
| 6M | +15.5% | +10.9% | +4.7% | +2.5% |
| YTD | +0.9% | +18.2% | -17.3% | -16.3% |
| 1Y | +0.2% | +28.3% | -28.1% | -23.7% |
| 3Y | +55.2% | +74.6% | -19.4% | -15.2% |
| 5Y | +145.4% | +56.4% | +89.1% | +51.4% |
| 10Y | +1,229.7% | +153.0% | +1,076.6% | +439.0% |
| All | +1,350.8% | +195.9% | +1,154.9% | +426.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling