+706.9%
VTI vs LPLA
+1,275.5%
-568.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +2.0% | +0.1% |
| 7D | +0.6% | -2.1% | +2.7% | +1.2% |
| 30D | -1.1% | -3.3% | +2.3% | -0.3% |
| 3M | +3.9% | +23.5% | -19.6% | -2.2% |
| 6M | +14.6% | +12.0% | +2.6% | +10.3% |
| YTD | +13.3% | -1.7% | +15.0% | +12.3% |
| 1Y | +19.2% | +3.2% | +15.9% | +16.1% |
| 3Y | +77.4% | +46.2% | +31.2% | +53.4% |
| 5Y | +74.0% | +144.9% | -70.9% | +25.8% |
| 10Y | +294.6% | +1,195.1% | -900.5% | +77.7% |
| All | +706.9% | +1,275.5% | -568.6% | +221.2% |
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