+27.3%
V vs LPLA
-17.5%
+44.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | +0.1% |
| 7D | +0.6% | +3.6% | -3.0% | +0.2% |
| 30D | +9.7% | -6.8% | +16.5% | +10.3% |
| 3M | +17.3% | -17.0% | +34.3% | +19.2% |
| 6M | +33.2% | +1.8% | +31.4% | +32.4% |
| YTD | +21.3% | -13.4% | +34.7% | +19.8% |
| 1Y | +27.3% | -17.5% | +44.8% | +26.5% |
| All | +27.3% | -17.5% | +44.8% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 1y: compounded portfolio wealth divided by compounded LPLA 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…
1y analysis · Full analysis span regression · 6 months rolling