+1,081.2%
LPLA vs VSAT
+77.4%
+1,003.7%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -5.2% | +2.2% | -2.0% |
| 7D | -2.8% | +20.0% | -22.7% | -6.3% |
| 30D | -10.2% | +6.5% | -16.6% | -12.5% |
| 3M | -22.3% | -18.3% | -3.9% | -20.7% |
| 6M | -0.5% | +0.4% | -0.8% | -5.6% |
| YTD | -17.9% | +106.7% | -124.6% | -34.8% |
| 1Y | -22.0% | +89.9% | -111.9% | -37.4% |
| 3Y | +29.4% | +276.3% | -246.9% | -26.5% |
| 5Y | +81.2% | +32.9% | +48.3% | +26.7% |
| 10Y | +773.4% | -12.2% | +785.6% | +517.1% |
| All | +1,081.2% | +77.4% | +1,003.7% | +491.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling