+59.9%
VEA vs LPLA
+147.5%
-87.6%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.8% | +0.8% |
| 7D | -1.5% | -1.5% | +0.1% | -1.2% |
| 30D | -0.8% | -6.0% | +5.2% | +0.2% |
| 3M | +2.5% | +24.0% | -21.6% | -1.5% |
| 6M | +11.1% | +17.0% | -5.9% | +7.6% |
| YTD | +17.2% | -0.7% | +17.8% | +16.5% |
| 1Y | +24.5% | +2.1% | +22.4% | +22.8% |
| 3Y | +75.4% | +48.7% | +26.7% | +57.3% |
| All | +59.9% | +147.5% | -87.6% | +16.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling