+1,466.7%
VRTX vs LPLA
+1,060.6%
+406.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.2% |
| 7D | -2.1% | +4.1% | -6.3% | -3.0% |
| 30D | +8.2% | -9.0% | +17.2% | +9.9% |
| 3M | +13.0% | -17.6% | +30.7% | +16.9% |
| 6M | +27.9% | -8.8% | +36.8% | +29.1% |
| YTD | +20.7% | -17.0% | +37.7% | +23.5% |
| 1Y | +31.4% | -20.4% | +51.9% | +35.6% |
| 3Y | +41.8% | +35.4% | +6.4% | +25.9% |
| 5Y | +183.7% | +79.7% | +103.9% | +127.0% |
| 10Y | +592.9% | +915.0% | -322.1% | +220.2% |
| All | +1,466.7% | +1,060.6% | +406.1% | +601.1% |
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