+35.4%
LPLA vs VT
+69.7%
-34.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -2.0% |
| 7D | +4.1% | -2.3% | +6.5% | +6.4% |
| 30D | -9.0% | -5.0% | -4.1% | -4.8% |
| 3M | -17.6% | -4.9% | -12.8% | -13.8% |
| 6M | -8.8% | -1.5% | -7.3% | -8.1% |
| YTD | -17.0% | +8.5% | -25.5% | -24.4% |
| 1Y | -20.4% | +11.4% | -31.8% | -29.4% |
| 3Y | +35.4% | +70.1% | -34.7% | +2.4% |
| All | +35.4% | +69.7% | -34.3% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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