+938.9%
VLO vs LPLA
+1,198.0%
-259.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | +6.2% | -1.5% | +7.8% | +7.0% |
| 30D | +23.5% | -6.0% | +29.5% | +27.0% |
| 3M | +53.9% | +21.4% | +32.5% | +39.0% |
| 6M | +81.7% | +12.1% | +69.6% | +67.9% |
| YTD | +142.5% | -1.8% | +144.3% | +137.2% |
| 1Y | +145.4% | +3.2% | +142.2% | +131.7% |
| 3Y | +197.3% | +45.9% | +151.4% | +122.0% |
| 5Y | +614.6% | +144.7% | +469.9% | +267.3% |
| 10Y | +938.9% | +1,222.4% | -283.6% | +156.8% |
| All | +938.9% | +1,198.0% | -259.1% | +156.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling