+27.4%
LPLA vs VLTO
+55.4%
-28.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | -2.7% |
| 7D | -2.8% | +0.8% | -3.6% | -3.0% |
| 30D | -10.2% | +18.7% | -28.8% | -14.2% |
| 3M | -22.3% | +21.7% | -44.0% | -26.3% |
| 6M | -0.5% | +35.8% | -36.3% | -8.7% |
| YTD | -17.9% | +18.3% | -36.1% | -21.7% |
| 1Y | -22.0% | +20.9% | -42.9% | -26.3% |
| 3Y | +29.4% | +68.8% | -39.4% | +12.1% |
| All | +27.4% | +55.4% | -28.0% | +13.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling