-16.5%
LPLA price history and return analytics
+15.2%
-31.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +2.9% | +3.5% |
| 7D | +15.7% | -0.3% | +16.0% | +15.9% |
| 30D | -6.2% | -1.4% | -4.7% | -5.3% |
| 3M | -12.0% | -1.4% | -10.6% | -11.2% |
| 6M | -2.7% | +5.5% | -8.2% | -7.3% |
| YTD | -12.5% | +12.8% | -25.4% | -21.8% |
| 1Y | -16.5% | +15.4% | -32.0% | -27.3% |
| All | -16.5% | +15.2% | -31.7% | -27.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling