+104.6%
VGT vs LPLA
+80.3%
+24.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.7% |
| 7D | +2.5% | -0.9% | +3.4% | +2.7% |
| 30D | -9.5% | -9.5% | 0.0% | -7.6% |
| 3M | -9.5% | -21.9% | +12.4% | -4.0% |
| 6M | -1.8% | -2.6% | +0.8% | -2.6% |
| YTD | +18.4% | -17.8% | +36.2% | +22.4% |
| 1Y | +18.7% | -21.2% | +39.9% | +24.3% |
| 3Y | +103.8% | +30.6% | +73.2% | +80.4% |
| All | +104.6% | +80.3% | +24.3% | +48.1% |
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 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