+144.7%
LPLA price history and return analytics
+65.7%
+79.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | +0.5% |
| 7D | -1.5% | -0.1% | -1.4% | -1.4% |
| 30D | -6.0% | -0.7% | -5.3% | -5.3% |
| 3M | +21.4% | +4.0% | +17.4% | +16.3% |
| 6M | +12.1% | +12.3% | -0.2% | -1.4% |
| YTD | -1.8% | +14.0% | -15.9% | -15.0% |
| 1Y | +3.2% | +20.3% | -17.1% | -15.5% |
| 3Y | +45.9% | +75.4% | -29.5% | -19.3% |
| 5Y | +144.7% | +66.0% | +78.7% | +56.9% |
| All | +144.7% | +65.7% | +79.0% | +56.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling