-77.1%
LPL price history and return analytics
+217.6%
-294.7%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.3% |
| 7D | -0.4% | -0.1% | -0.2% | -0.1% |
| 30D | -10.4% | -3.1% | -7.3% | -6.5% |
| 3M | -22.9% | -3.5% | -19.4% | -18.8% |
| 6M | -41.0% | +0.5% | -41.5% | -40.1% |
| YTD | -38.5% | +10.8% | -49.3% | -44.1% |
| 1Y | -44.2% | +11.9% | -56.1% | -49.9% |
| 3Y | -49.0% | +73.0% | -122.0% | -73.3% |
| 5Y | -69.1% | +58.6% | -127.7% | -81.8% |
| 10Y | -77.1% | +219.2% | -296.3% | -93.5% |
| All | -77.1% | +217.6% | -294.7% | -93.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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