+35.3%
VGT vs LPLA
+3.8%
+31.6%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.9% | -0.7% | +1.0% |
| 7D | -0.2% | -1.5% | +1.4% | 0.0% |
| 30D | -0.4% | -6.0% | +5.6% | +0.3% |
| 3M | +4.4% | +24.0% | -19.6% | +1.1% |
| 6M | +32.1% | +17.0% | +15.1% | +28.5% |
| YTD | +28.8% | -0.7% | +29.5% | +29.1% |
| 1Y | +35.3% | +2.1% | +33.2% | +34.4% |
| All | +35.3% | +3.8% | +31.6% | +34.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling