+1,222.4%
LPLA vs RVTY
+134.6%
+1,087.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.4% | +0.6% |
| 7D | -1.5% | -5.4% | +3.9% | +0.1% |
| 30D | -6.0% | +6.7% | -12.7% | -8.0% |
| 3M | +21.4% | +19.0% | +2.4% | +14.2% |
| 6M | +12.1% | +34.6% | -22.6% | +0.9% |
| YTD | -1.8% | +28.3% | -30.1% | -10.6% |
| 1Y | +3.2% | +46.0% | -42.8% | -10.3% |
| 3Y | +45.9% | +16.9% | +29.1% | +30.0% |
| 5Y | +144.7% | -32.9% | +177.6% | +167.8% |
| 10Y | +1,222.4% | +141.6% | +1,080.8% | +599.4% |
| All | +1,222.4% | +134.6% | +1,087.9% | +599.4% |
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