+1,082.0%
LPLA vs VOO
+741.6%
+340.4%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.5% |
| 7D | -0.9% | +2.6% | -3.5% | -3.8% |
| 30D | -9.5% | -2.0% | -7.5% | -7.6% |
| 3M | -21.9% | -2.8% | -19.1% | -19.5% |
| 6M | -2.6% | +2.2% | -4.8% | -5.6% |
| YTD | -17.8% | +11.5% | -29.3% | -28.0% |
| 1Y | -21.2% | +13.5% | -34.7% | -32.3% |
| 3Y | +30.6% | +78.1% | -47.5% | -33.5% |
| 5Y | +81.3% | +73.1% | +8.2% | -5.2% |
| 10Y | +773.9% | +310.7% | +463.2% | +79.0% |
| All | +1,082.0% | +741.6% | +340.4% | +35.4% |
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