+145.1%
LPLA vs VSAT
+55.7%
+89.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.2% | -5.8% | -2.8% |
| 7D | -2.1% | +17.3% | -19.4% | -3.4% |
| 30D | -3.3% | -3.3% | -0.1% | -3.2% |
| 3M | +23.5% | +18.7% | +4.8% | +20.6% |
| 6M | +12.0% | +77.6% | -65.5% | +4.2% |
| YTD | -1.7% | +125.6% | -127.3% | -10.8% |
| 1Y | +3.2% | +158.3% | -155.1% | -8.0% |
| 3Y | +46.2% | +226.1% | -179.9% | +20.3% |
| All | +145.1% | +55.7% | +89.3% | +105.6% |
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