+75.9%
VCIT vs LPLA
+1,081.7%
-1,005.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.4% | +3.6% | +0.2% |
| 7D | +0.5% | +7.6% | -7.2% | +0.5% |
| 30D | +2.1% | -9.5% | +11.6% | +2.0% |
| 3M | -1.6% | -16.3% | +14.8% | -1.7% |
| 6M | -1.6% | -8.0% | +6.4% | -1.6% |
| YTD | -1.5% | -15.5% | +14.0% | -1.6% |
| 1Y | -0.4% | -19.4% | +19.0% | -0.5% |
| 3Y | +19.6% | +39.7% | -20.1% | +20.0% |
| 5Y | +3.3% | +83.0% | -79.7% | +3.8% |
| 10Y | +28.9% | +933.4% | -904.5% | +32.1% |
| All | +75.9% | +1,081.7% | -1,005.8% | +81.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling