-17.5%
LPLA vs VO
+13.8%
-31.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +3.6% | -0.2% | +3.8% | +3.9% |
| 30D | -6.8% | +0.5% | -7.2% | -7.2% |
| 3M | -17.0% | -1.1% | -15.9% | -16.3% |
| 6M | +1.8% | +6.4% | -4.6% | -5.1% |
| YTD | -13.4% | +13.5% | -26.9% | -24.9% |
| 1Y | -17.5% | +13.6% | -31.1% | -28.4% |
| All | -17.5% | +13.8% | -31.3% | -28.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling