+28.6%
LPLA vs VLTO
+54.8%
-26.2%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -1.9% |
| 7D | +4.1% | +5.4% | -1.2% | +2.7% |
| 30D | -9.0% | +22.3% | -31.3% | -13.8% |
| 3M | -17.6% | +19.6% | -37.2% | -21.6% |
| 6M | -8.8% | +35.2% | -44.0% | -16.3% |
| YTD | -17.0% | +17.9% | -34.9% | -20.9% |
| 1Y | -20.4% | +19.5% | -39.9% | -24.6% |
| 3Y | +35.4% | +73.9% | -38.5% | +16.5% |
| All | +28.6% | +54.8% | -26.2% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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