+50.0%
LPLA vs VSAT
+209.7%
-159.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.0% | -5.3% | -0.7% |
| 7D | -3.1% | +11.8% | -14.9% | -3.8% |
| 30D | -0.1% | -7.0% | +7.0% | +0.3% |
| 3M | +23.2% | +3.3% | +19.9% | +22.0% |
| 6M | +15.5% | +57.4% | -41.9% | +9.4% |
| YTD | +0.9% | +118.6% | -117.7% | -7.2% |
| 1Y | +0.2% | +150.2% | -150.1% | -9.1% |
| All | +50.0% | +209.7% | -159.7% | +30.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling