+39.7%
FTV vs LPLA
+33.3%
+6.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.5% | +0.7% |
| 7D | -0.7% | -3.2% | +2.5% | 0.0% |
| 30D | +18.3% | -8.6% | +27.0% | +20.0% |
| 3M | +10.2% | -18.7% | +28.9% | +14.4% |
| 6M | +12.8% | +4.5% | +8.3% | +10.7% |
| YTD | +23.4% | -15.3% | +38.7% | +25.9% |
| 1Y | +31.4% | -19.9% | +51.3% | +35.6% |
| All | +39.7% | +33.3% | +6.5% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 3y: compounded portfolio wealth divided by compounded LPLA 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…
3y analysis · Full analysis span regression · 6 months rolling