+183.8%
VXUS vs LPLA
+1,308.7%
-1,124.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +1.0% | -3.1% | +4.1% | +1.8% |
| 30D | +2.2% | -0.1% | +2.3% | +2.1% |
| 3M | +3.0% | +23.2% | -20.3% | -2.4% |
| 6M | +10.7% | +15.5% | -4.9% | +6.1% |
| YTD | +17.8% | +0.9% | +17.0% | +16.2% |
| 1Y | +27.6% | +0.2% | +27.4% | +25.4% |
| 3Y | +73.3% | +55.2% | +18.1% | +48.2% |
| 5Y | +54.3% | +145.4% | -91.1% | +12.5% |
| 10Y | +149.8% | +1,229.7% | -1,079.8% | +10.7% |
| All | +183.8% | +1,308.7% | -1,124.9% | +6.6% |
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