+204.8%
VALE vs LPLA
+758.1%
-553.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.6% |
| 7D | -3.2% | -0.9% | -2.3% | -2.9% |
| 30D | -15.1% | -9.5% | -5.6% | -12.4% |
| 3M | -18.7% | -21.9% | +3.2% | -11.6% |
| 6M | -31.5% | -2.6% | -28.9% | -32.0% |
| YTD | -11.4% | -17.8% | +6.4% | -7.3% |
| 1Y | -1.9% | -21.2% | +19.3% | +4.3% |
| 3Y | +1.7% | +30.6% | -28.9% | -18.6% |
| 5Y | +35.4% | +81.3% | -45.9% | -13.9% |
| All | +204.8% | +758.1% | -553.3% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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