+980.9%
VRSN vs LPLA
+1,084.6%
-103.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.4% |
| 7D | -1.2% | -3.2% | +1.9% | -0.6% |
| 30D | +3.8% | -8.6% | +12.4% | +5.2% |
| 3M | +9.5% | -18.7% | +28.2% | +13.6% |
| 6M | +10.3% | +4.5% | +5.7% | +8.3% |
| YTD | +30.5% | -15.3% | +45.8% | +32.9% |
| 1Y | +27.9% | -19.9% | +47.8% | +31.6% |
| 3Y | +54.3% | +33.4% | +20.9% | +37.8% |
| 5Y | +37.2% | +87.4% | -50.2% | +9.7% |
| 10Y | +293.1% | +800.4% | -507.4% | +105.1% |
| All | +980.9% | +1,084.6% | -103.7% | +384.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling