+144.9%
LPLA vs VO
+43.2%
+101.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -2.0% | -2.0% |
| 7D | -2.1% | +0.6% | -2.7% | -2.7% |
| 30D | -3.3% | -1.1% | -2.3% | -2.3% |
| 3M | +23.5% | +4.5% | +19.0% | +18.1% |
| 6M | +12.0% | +11.1% | +0.9% | +0.7% |
| YTD | -1.7% | +13.5% | -15.2% | -13.3% |
| 1Y | +3.2% | +14.5% | -11.3% | -9.7% |
| 3Y | +46.2% | +58.1% | -11.9% | -5.3% |
| 5Y | +144.9% | +43.3% | +101.6% | +82.1% |
| All | +144.9% | +43.2% | +101.7% | +82.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling