+285.9%
VRSN vs LPLA
+1,226.8%
-940.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.3% | +0.8% |
| 7D | -1.5% | -3.7% | +2.1% | -0.8% |
| 30D | +0.7% | -6.4% | +7.1% | +2.1% |
| 3M | +0.6% | +20.2% | -19.6% | -3.4% |
| 6M | +21.7% | +12.8% | +8.9% | +18.0% |
| YTD | +20.0% | -2.5% | +22.5% | +19.4% |
| 1Y | +3.2% | +1.9% | +1.2% | +1.3% |
| 3Y | +42.4% | +45.0% | -2.6% | +25.2% |
| 5Y | +33.0% | +146.6% | -113.6% | -2.1% |
| All | +285.9% | +1,226.8% | -940.9% | +99.4% |
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 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