+736.8%
LPLA vs VO
+197.6%
+539.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.0% |
| 7D | -2.9% | +2.9% | -5.8% | -6.2% |
| 30D | -10.2% | +1.0% | -11.2% | -11.3% |
| 3M | -22.3% | -1.7% | -20.6% | -20.6% |
| 6M | -0.6% | +6.7% | -7.3% | -8.3% |
| YTD | -17.9% | +14.0% | -31.9% | -30.1% |
| 1Y | -22.1% | +13.7% | -35.8% | -33.4% |
| 3Y | +29.3% | +65.8% | -36.6% | -30.9% |
| 5Y | +81.0% | +36.6% | +44.4% | +23.5% |
| All | +736.8% | +197.6% | +539.2% | +141.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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