+304.4%
VRSN vs LPLA
+758.1%
-453.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +1.4% | -0.9% | +2.3% | +1.6% |
| 30D | +3.9% | -9.5% | +13.3% | +5.6% |
| 3M | +9.3% | -21.9% | +31.2% | +14.5% |
| 6M | +6.7% | -2.6% | +9.3% | +6.3% |
| YTD | +30.0% | -17.8% | +47.8% | +33.4% |
| 1Y | +26.0% | -21.2% | +47.2% | +30.3% |
| 3Y | +53.1% | +30.6% | +22.5% | +35.8% |
| 5Y | +35.0% | +81.3% | -46.3% | +5.5% |
| All | +304.4% | +758.1% | -453.7% | +97.0% |
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