+456.3%
VRTX vs LPLA
+1,198.0%
-741.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | -6.4% | -1.5% | -4.9% | -6.1% |
| 30D | -0.5% | -6.0% | +5.4% | +0.5% |
| 3M | +16.9% | +21.4% | -4.5% | +12.6% |
| 6M | +13.1% | +12.1% | +1.0% | +10.2% |
| YTD | +14.9% | -1.8% | +16.8% | +14.4% |
| 1Y | +31.4% | +3.2% | +28.2% | +29.2% |
| 3Y | +51.9% | +45.9% | +6.0% | +35.9% |
| 5Y | +177.1% | +144.7% | +32.4% | +112.7% |
| 10Y | +456.3% | +1,222.4% | -766.2% | +136.9% |
| All | +456.3% | +1,198.0% | -741.7% | +136.9% |
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