-76.7%
LPL price history and return analytics
+224.4%
-301.0%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.1% | +1.6% | +1.2% |
| 7D | +0.4% | -0.7% | +1.1% | +1.4% |
| 30D | -3.3% | -1.7% | -1.5% | -0.8% |
| 3M | -22.4% | -2.3% | -20.1% | -19.6% |
| 6M | -39.1% | +1.5% | -40.6% | -39.0% |
| YTD | -36.8% | +12.0% | -48.9% | -43.4% |
| 1Y | -41.8% | +12.9% | -54.7% | -48.3% |
| 3Y | -47.6% | +74.9% | -122.6% | -73.0% |
| 5Y | -69.0% | +59.9% | -128.9% | -81.9% |
| 10Y | -76.7% | +224.6% | -301.3% | -93.7% |
| All | -76.7% | +224.4% | -301.0% | -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