+1,350.8%
LPLA vs VSAT
+87.6%
+1,263.2%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.0% | -5.3% | -1.3% |
| 7D | -3.1% | +11.8% | -14.9% | -5.3% |
| 30D | -0.1% | -7.0% | +7.0% | +1.1% |
| 3M | +23.2% | +3.3% | +19.9% | +19.4% |
| 6M | +15.5% | +57.4% | -41.9% | 0.0% |
| YTD | +0.9% | +118.6% | -117.7% | -19.4% |
| 1Y | +0.2% | +150.2% | -150.1% | -23.6% |
| 3Y | +55.2% | +160.7% | -105.5% | -0.1% |
| 5Y | +145.4% | +51.2% | +94.2% | +64.8% |
| 10Y | +1,229.7% | -0.7% | +1,230.3% | +823.9% |
| All | +1,350.8% | +87.6% | +1,263.2% | +631.6% |
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 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