-76.4%
LPL price history and return analytics
+222.7%
-299.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.6% | +1.6% |
| 7D | -1.5% | +0.4% | -1.9% | -2.1% |
| 30D | +1.2% | +1.0% | +0.3% | 0.0% |
| 3M | -39.9% | +2.4% | -42.3% | -41.1% |
| 6M | -23.1% | +12.0% | -35.1% | -31.6% |
| YTD | -21.6% | +15.3% | -37.0% | -32.7% |
| 1Y | -26.3% | +22.6% | -48.9% | -41.3% |
| 3Y | -34.7% | +74.7% | -109.3% | -66.3% |
| 5Y | -63.3% | +66.1% | -129.4% | -79.6% |
| All | -76.4% | +222.7% | -299.1% | -93.8% |
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