+79.2%
LPLA vs VSAT
+25.1%
+54.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.9% | +5.0% | +0.4% |
| 7D | -0.9% | +5.9% | -6.8% | -1.4% |
| 30D | -9.5% | +9.7% | -19.2% | -10.7% |
| 3M | -21.9% | -18.3% | -3.6% | -21.2% |
| 6M | -2.6% | -4.1% | +1.4% | -4.3% |
| YTD | -17.8% | +96.5% | -114.3% | -25.2% |
| 1Y | -21.2% | +89.3% | -110.4% | -28.2% |
| 3Y | +30.6% | +270.1% | -239.4% | +4.7% |
| All | +79.2% | +25.1% | +54.1% | +66.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling