+225.9%
VIK vs LPLA
+28.4%
+197.6%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.4% |
| 7D | -0.8% | -1.5% | +0.7% | -0.3% |
| 30D | -18.0% | -6.0% | -12.1% | -16.1% |
| 3M | -5.8% | +21.4% | -27.2% | -12.9% |
| 6M | +17.2% | +12.1% | +5.1% | +11.3% |
| YTD | +19.1% | -1.8% | +21.0% | +18.7% |
| 1Y | +33.6% | +3.2% | +30.4% | +29.4% |
| All | +225.9% | +28.4% | +197.6% | +176.8% |
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