+233.7%
VNQ vs LPLA
+1,273.0%
-1,039.3%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -1.0% |
| 7D | -0.9% | -1.5% | +0.7% | -0.6% |
| 30D | -2.2% | -6.0% | +3.7% | -1.1% |
| 3M | -1.9% | +21.4% | -23.3% | -6.0% |
| 6M | +3.2% | +12.1% | -8.8% | +0.2% |
| YTD | +9.4% | -1.8% | +11.2% | +8.6% |
| 1Y | +7.5% | +3.2% | +4.3% | +5.3% |
| 3Y | +31.1% | +45.9% | -14.9% | +15.9% |
| 5Y | +6.6% | +144.7% | -138.1% | -19.4% |
| 10Y | +63.9% | +1,222.4% | -1,158.5% | -16.1% |
| All | +233.7% | +1,273.0% | -1,039.3% | +47.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling