+744.1%
VOO vs LPLA
+1,273.0%
-528.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | -0.4% | -1.5% | +1.2% | 0.0% |
| 30D | -1.4% | -6.0% | +4.6% | +0.1% |
| 3M | +3.7% | +21.4% | -17.6% | -1.6% |
| 6M | +13.0% | +12.1% | +1.0% | +8.9% |
| YTD | +12.4% | -1.8% | +14.3% | +11.6% |
| 1Y | +18.6% | +3.2% | +15.4% | +15.7% |
| 3Y | +78.1% | +45.9% | +32.1% | +54.9% |
| 5Y | +82.3% | +144.7% | -62.4% | +33.4% |
| 10Y | +322.5% | +1,222.4% | -899.9% | +95.2% |
| All | +744.1% | +1,273.0% | -528.9% | +248.4% |
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 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