-33.2%
VRSK vs LPLA
+3.8%
-37.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | +0.1% |
| 7D | -5.2% | -1.5% | -3.6% | -5.1% |
| 30D | -2.3% | -6.0% | +3.7% | -2.2% |
| 3M | -2.9% | +24.0% | -27.0% | -3.7% |
| 6M | -12.8% | +17.0% | -29.8% | -13.3% |
| YTD | -20.8% | -0.7% | -20.1% | -21.1% |
| 1Y | -33.2% | +2.1% | -35.3% | -33.6% |
| All | -33.2% | +3.8% | -37.0% | -33.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling