+3,353.6%
VLO vs LPLA
+1,311.2%
+2,042.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +5.2% | -3.1% | +8.3% | +6.5% |
| 30D | +22.6% | -0.1% | +22.7% | +22.6% |
| 3M | +43.8% | +23.2% | +20.5% | +30.9% |
| 6M | +65.7% | +15.5% | +50.2% | +53.1% |
| YTD | +131.1% | +0.9% | +130.2% | +124.4% |
| 1Y | +143.6% | +0.2% | +143.5% | +135.0% |
| 3Y | +201.4% | +55.2% | +146.2% | +131.3% |
| 5Y | +568.9% | +145.4% | +423.5% | +297.9% |
| 10Y | +891.8% | +1,229.7% | -337.8% | +219.3% |
| All | +3,353.6% | +1,311.2% | +2,042.4% | +860.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling