+31.2%
VCIT vs LPLA
+758.1%
-726.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.2% | -0.2% |
| 7D | -1.4% | -0.9% | -0.5% | -1.4% |
| 30D | +0.6% | -9.5% | +10.1% | +0.6% |
| 3M | -2.2% | -21.9% | +19.6% | -2.3% |
| 6M | -2.3% | -2.6% | +0.3% | -2.3% |
| YTD | -2.2% | -17.8% | +15.6% | -2.2% |
| 1Y | -1.4% | -21.2% | +19.8% | -1.4% |
| 3Y | +18.7% | +30.6% | -11.9% | +18.7% |
| 5Y | +3.6% | +81.3% | -77.8% | +3.1% |
| All | +31.2% | +758.1% | -726.9% | +31.1% |
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