+61.8%
VNQ vs LPLA
+1,251.7%
-1,189.9%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | +0.3% |
| 7D | -1.3% | -1.5% | +0.3% | -1.0% |
| 30D | -2.6% | -6.0% | +3.4% | -1.3% |
| 3M | -2.0% | +24.0% | -26.1% | -6.7% |
| 6M | +4.3% | +17.0% | -12.7% | +0.1% |
| YTD | +9.2% | -0.7% | +9.9% | +8.2% |
| 1Y | +5.6% | +2.1% | +3.5% | +3.5% |
| 3Y | +30.8% | +48.7% | -17.8% | +13.9% |
| 5Y | +8.0% | +151.2% | -143.3% | -22.2% |
| All | +61.8% | +1,251.7% | -1,189.9% | -13.1% |
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 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