+16.0%
VEEV vs LPLA
+44.8%
-28.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -7.1% | -1.5% | -5.5% | -6.9% |
| 30D | +11.1% | -6.0% | +17.1% | +12.1% |
| 3M | +55.5% | +21.4% | +34.2% | +51.4% |
| 6M | +33.4% | +12.1% | +21.3% | +30.8% |
| YTD | +16.8% | -1.8% | +18.7% | +16.5% |
| 1Y | -7.7% | +3.2% | -10.9% | -8.7% |
| All | +16.0% | +44.8% | -28.8% | +16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling