+37.2%
VRSN vs LPLA
+88.0%
-50.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.2% |
| 7D | -1.2% | -3.2% | +1.9% | -0.9% |
| 30D | +3.8% | -8.6% | +12.4% | +4.7% |
| 3M | +9.5% | -18.7% | +28.2% | +12.1% |
| 6M | +10.3% | +4.5% | +5.7% | +9.1% |
| YTD | +30.5% | -15.3% | +45.8% | +32.1% |
| 1Y | +27.9% | -19.9% | +47.8% | +30.4% |
| 3Y | +54.3% | +33.4% | +20.9% | +41.7% |
| 5Y | +37.2% | +87.4% | -50.2% | +12.4% |
| All | +37.2% | +88.0% | -50.8% | +12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling