+132.6%
VIAV vs LPLA
+142.4%
-9.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.9% | -4.4% |
| 7D | +11.2% | -3.7% | +14.9% | +12.1% |
| 30D | -2.6% | -6.4% | +3.8% | -1.2% |
| 3M | -20.1% | +20.2% | -40.3% | -23.7% |
| 6M | +25.8% | +12.8% | +13.0% | +21.0% |
| YTD | +109.9% | -2.5% | +112.4% | +108.7% |
| 1Y | +214.3% | +1.9% | +212.3% | +208.3% |
| 3Y | +281.6% | +45.0% | +236.7% | +236.2% |
| 5Y | +132.6% | +146.6% | -14.0% | +57.6% |
| All | +132.6% | +142.4% | -9.8% | +57.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling