+135.1%
VGT vs LPLA
+142.4%
-7.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.4% | -0.9% |
| 7D | -1.0% | -3.7% | +2.6% | 0.0% |
| 30D | -0.4% | -6.4% | +5.9% | +1.3% |
| 3M | +6.6% | +20.2% | -13.6% | +0.7% |
| 6M | +31.0% | +12.8% | +18.2% | +25.3% |
| YTD | +27.2% | -2.5% | +29.7% | +26.6% |
| 1Y | +34.5% | +1.9% | +32.5% | +31.4% |
| 3Y | +123.1% | +45.0% | +78.2% | +93.9% |
| 5Y | +135.1% | +146.6% | -11.5% | +54.7% |
| All | +135.1% | +142.4% | -7.3% | +54.7% |
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 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