+25.2%
VZ vs LPLA
-16.5%
+41.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.6% | +2.1% |
| 7D | +6.9% | +15.7% | -8.8% | +7.1% |
| 30D | +2.3% | -6.2% | +8.4% | +1.9% |
| 3M | 0.0% | -12.0% | +12.0% | -0.8% |
| 6M | +0.2% | -2.7% | +3.0% | +1.0% |
| YTD | +20.9% | -12.5% | +33.4% | +21.4% |
| 1Y | +25.2% | -16.5% | +41.8% | +25.3% |
| All | +25.2% | -16.5% | +41.7% | +25.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling