-78.5%
LPL price history and return analytics
+215.5%
-294.0%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.7% |
| 7D | -1.9% | -2.3% | +0.4% | +1.2% |
| 30D | -13.9% | -5.0% | -8.9% | -7.9% |
| 3M | -21.6% | -4.9% | -16.7% | -15.9% |
| 6M | -44.1% | -1.5% | -42.5% | -41.7% |
| YTD | -39.7% | +8.5% | -48.2% | -43.7% |
| 1Y | -46.6% | +11.4% | -58.0% | -51.7% |
| 3Y | -51.2% | +70.1% | -121.2% | -73.8% |
| 5Y | -70.4% | +53.7% | -124.2% | -81.8% |
| All | -78.5% | +215.5% | -294.0% | -93.7% |
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