+130.8%
VTR vs LPLA
+43.8%
+87.0%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +1.2% |
| 7D | -1.8% | -3.7% | +1.8% | -1.8% |
| 30D | +4.0% | -6.4% | +10.4% | +4.0% |
| 3M | +7.8% | +20.2% | -12.3% | +7.8% |
| 6M | +6.4% | +12.8% | -6.5% | +6.3% |
| YTD | +18.3% | -2.5% | +20.8% | +18.3% |
| 1Y | +33.9% | +1.9% | +32.0% | +33.6% |
| All | +130.8% | +43.8% | +87.0% | +135.7% |
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