+176.4%
VRTX vs LPLA
+143.6%
+32.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.5% | -0.6% | -2.9% |
| 7D | -3.4% | -2.1% | -1.4% | -3.2% |
| 30D | +6.6% | -3.3% | +10.0% | +7.0% |
| 3M | +19.4% | +23.5% | -4.1% | +16.6% |
| 6M | +15.8% | +12.0% | +3.8% | +14.1% |
| YTD | +16.7% | -1.7% | +18.3% | +16.4% |
| 1Y | +33.8% | +3.2% | +30.6% | +32.6% |
| 3Y | +54.2% | +46.2% | +8.0% | +44.6% |
| 5Y | +176.4% | +144.9% | +31.5% | +132.5% |
| All | +176.4% | +143.6% | +32.7% | +132.5% |
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