+1,350.8%
LPLA vs VOO
+757.1%
+593.6%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.1% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | -0.1% | +0.1% | -0.1% | -0.2% |
| 3M | +23.2% | +2.0% | +21.2% | +20.1% |
| 6M | +15.5% | +13.0% | +2.5% | -0.4% |
| YTD | +0.9% | +13.6% | -12.7% | -13.3% |
| 1Y | +0.2% | +20.1% | -19.9% | -19.3% |
| 3Y | +55.2% | +77.6% | -22.3% | -20.7% |
| 5Y | +145.4% | +82.4% | +63.0% | +20.8% |
| 10Y | +1,229.7% | +316.8% | +912.8% | +168.3% |
| All | +1,350.8% | +757.1% | +593.6% | +63.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling