+297.8%
VTI vs LPLA
+1,251.7%
-953.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.3% |
| 7D | -0.9% | -1.5% | +0.6% | -0.5% |
| 30D | -1.4% | -6.0% | +4.6% | +0.2% |
| 3M | +3.6% | +24.0% | -20.4% | -3.0% |
| 6M | +13.6% | +17.0% | -3.4% | +7.6% |
| YTD | +12.9% | -0.7% | +13.6% | +11.6% |
| 1Y | +17.2% | +2.1% | +15.1% | +14.3% |
| 3Y | +75.7% | +48.7% | +27.0% | +49.0% |
| 5Y | +75.4% | +151.2% | -75.8% | +20.4% |
| All | +297.8% | +1,251.7% | -953.9% | +77.8% |
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