-26.7%
VRSK vs LPLA
+43.8%
-70.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.2% |
| 7D | -7.7% | -3.7% | -4.1% | -7.6% |
| 30D | -2.8% | -6.4% | +3.5% | -2.6% |
| 3M | -3.7% | +20.2% | -23.9% | -4.6% |
| 6M | -12.8% | +12.8% | -25.6% | -13.4% |
| YTD | -21.0% | -2.5% | -18.5% | -21.1% |
| 1Y | -32.5% | +1.9% | -34.4% | -32.8% |
| All | -26.7% | +43.8% | -70.6% | -28.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling