+1,195.4%
LPLA vs VSAT
+0.6%
+1,194.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.9% | +6.8% | +1.0% |
| 7D | -1.5% | +3.5% | -5.0% | -2.2% |
| 30D | -6.0% | -14.7% | +8.7% | -3.6% |
| 3M | +21.4% | +13.2% | +8.2% | +16.0% |
| 6M | +12.1% | +57.4% | -45.3% | -1.6% |
| YTD | -1.8% | +110.0% | -111.8% | -19.3% |
| 1Y | +3.2% | +134.4% | -131.2% | -18.2% |
| 3Y | +45.9% | +203.5% | -157.6% | -5.8% |
| 5Y | +144.7% | +47.1% | +97.5% | +73.6% |
| All | +1,195.4% | +0.6% | +1,194.8% | +766.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 10y: compounded portfolio wealth divided by compounded VSAT 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…
10y analysis · Full analysis span regression · 6 months rolling