+1,222.4%
LPLA vs VO
+193.0%
+1,029.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +0.8% |
| 7D | -1.5% | -0.6% | -1.0% | -0.8% |
| 30D | -6.0% | -1.9% | -4.1% | -3.8% |
| 3M | +21.4% | +3.3% | +18.1% | +16.5% |
| 6M | +12.1% | +9.7% | +2.4% | -0.3% |
| YTD | -1.8% | +12.6% | -14.5% | -15.3% |
| 1Y | +3.2% | +13.6% | -10.4% | -11.9% |
| 3Y | +45.9% | +56.8% | -10.9% | -16.6% |
| 5Y | +144.7% | +42.3% | +102.4% | +57.2% |
| 10Y | +1,222.4% | +199.2% | +1,023.3% | +239.5% |
| All | +1,222.4% | +193.0% | +1,029.5% | +239.5% |
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