+34.6%
LPLA vs VIG
+67.2%
-32.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -3.1% |
| 7D | -3.2% | -0.3% | -2.8% | -2.8% |
| 30D | -8.6% | +4.9% | -13.5% | -13.6% |
| 3M | -18.7% | +2.9% | -21.6% | -21.3% |
| 6M | +4.5% | +11.2% | -6.7% | -7.7% |
| YTD | -15.3% | +16.0% | -31.3% | -28.5% |
| 1Y | -19.9% | +17.0% | -36.8% | -33.0% |
| All | +34.6% | +67.2% | -32.6% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling