+46.9%
LPLA vs VOO
+77.0%
-30.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.3% |
| 7D | -1.5% | -0.4% | -1.2% | -1.2% |
| 30D | -6.0% | -1.4% | -4.6% | -4.6% |
| 3M | +21.4% | +3.7% | +17.6% | +16.8% |
| 6M | +12.1% | +13.0% | -1.0% | -1.8% |
| YTD | -1.8% | +12.4% | -14.3% | -13.4% |
| 1Y | +3.2% | +18.6% | -15.4% | -13.8% |
| All | +46.9% | +77.0% | -30.1% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 3y: compounded portfolio wealth divided by compounded VOO 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…
3y analysis · Full analysis span regression · 6 months rolling