+809.2%
LPLA vs RVTY
+212.9%
+596.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.3% |
| 7D | +3.6% | -2.7% | +6.3% | +4.4% |
| 30D | -6.8% | +3.2% | -10.0% | -8.1% |
| 3M | -17.0% | +37.2% | -54.2% | -25.3% |
| 6M | +1.8% | +57.7% | -55.9% | -12.8% |
| YTD | -13.4% | +64.8% | -78.2% | -27.3% |
| 1Y | -17.5% | +72.8% | -90.3% | -32.0% |
| 3Y | +36.5% | +89.8% | -53.3% | +2.9% |
| 5Y | +92.6% | -8.4% | +101.1% | +88.3% |
| 10Y | +809.2% | +219.5% | +589.7% | +407.9% |
| All | +809.2% | +212.9% | +596.3% | +407.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 10y: compounded portfolio wealth divided by compounded RVTY 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…
10y analysis · Full analysis span regression · 6 months rolling