+109.6%
VRT vs LPLA
+3.3%
+106.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.2% | -9.4% | -9.6% |
| 7D | +2.4% | -1.5% | +4.0% | +2.6% |
| 30D | -2.7% | -6.0% | +3.3% | -2.0% |
| 3M | -9.2% | +21.4% | -30.5% | -11.1% |
| 6M | -0.5% | +12.1% | -12.6% | -1.7% |
| YTD | +62.3% | -1.8% | +64.2% | +60.9% |
| 1Y | +109.6% | +3.2% | +106.4% | +108.8% |
| All | +109.6% | +3.3% | +106.2% | +108.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling