+1,117.8%
LPLA price history and return analytics
+380.4%
+737.4%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.4% | -3.5% |
| 7D | -3.2% | -0.7% | -2.5% | -2.5% |
| 30D | -8.6% | -1.7% | -6.9% | -7.0% |
| 3M | -18.7% | -2.3% | -16.4% | -16.6% |
| 6M | +4.5% | +1.5% | +3.0% | +1.9% |
| YTD | -15.3% | +12.0% | -27.4% | -26.6% |
| 1Y | -19.9% | +12.9% | -32.7% | -31.0% |
| 3Y | +33.4% | +74.9% | -41.5% | -31.1% |
| 5Y | +87.4% | +59.9% | +27.5% | +7.9% |
| 10Y | +800.4% | +224.6% | +575.8% | +156.1% |
| All | +1,117.8% | +380.4% | +737.4% | +164.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling