+94.9%
VICI vs LPLA
+562.9%
-468.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.9% | -1.5% | -0.2% |
| 7D | -2.3% | -1.5% | -0.8% | -1.9% |
| 30D | -4.8% | -6.0% | +1.2% | -3.0% |
| 3M | -10.1% | +24.0% | -34.2% | -16.4% |
| 6M | -9.7% | +17.0% | -26.7% | -15.0% |
| YTD | -8.8% | -0.7% | -8.1% | -10.2% |
| 1Y | -20.2% | +2.1% | -22.4% | -22.8% |
| 3Y | -5.8% | +48.7% | -54.5% | -24.7% |
| 5Y | +9.5% | +151.2% | -141.7% | -35.1% |
| All | +94.9% | +562.9% | -468.0% | -24.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling