+87.1%
VTRS vs LPLA
+46.5%
+40.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.6% |
| 7D | -2.2% | -1.5% | -0.6% | -2.1% |
| 30D | +3.3% | -6.0% | +9.3% | +3.8% |
| 3M | +2.0% | +24.0% | -22.1% | -0.1% |
| 6M | +19.9% | +17.0% | +3.0% | +17.8% |
| YTD | +35.7% | -0.7% | +36.4% | +35.2% |
| 1Y | +68.1% | +2.1% | +66.0% | +66.9% |
| 3Y | +87.1% | +48.7% | +38.4% | +78.9% |
| All | +87.1% | +46.5% | +40.5% | +78.9% |
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 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