+611.0%
VRT vs LPLA
+54.7%
+556.2%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.3% | +4.7% | +4.5% |
| 7D | +9.1% | -3.1% | +12.2% | +10.8% |
| 30D | +0.9% | -0.1% | +1.0% | +0.8% |
| 3M | -13.4% | +23.2% | -36.6% | -22.6% |
| 6M | +11.7% | +15.5% | -3.8% | +2.1% |
| YTD | +73.2% | +0.9% | +72.3% | +68.0% |
| 1Y | +123.4% | +0.2% | +123.3% | +115.6% |
| All | +611.0% | +54.7% | +556.2% | +464.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling