+45.9%
LPLA vs VSXY
+339.2%
-293.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.5% |
| 7D | -3.7% | -0.3% | -3.3% | -3.7% |
| 30D | -6.4% | -22.1% | +15.7% | -5.0% |
| 3M | +20.2% | -1.1% | +21.3% | +19.8% |
| 6M | +12.8% | +53.8% | -41.0% | +7.4% |
| YTD | -2.5% | +35.5% | -38.0% | -6.3% |
| 1Y | +1.9% | +186.0% | -184.1% | -8.7% |
| All | +45.9% | +339.2% | -293.3% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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