+293.8%
TRV vs LPLA
+1,226.8%
-932.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | -1.5% | -3.7% | +2.2% | -0.5% |
| 30D | -1.8% | -6.4% | +4.6% | -0.1% |
| 3M | +21.6% | +20.2% | +1.4% | +15.0% |
| 6M | +22.5% | +12.8% | +9.6% | +17.3% |
| YTD | +28.1% | -2.5% | +30.6% | +27.0% |
| 1Y | +37.0% | +1.9% | +35.1% | +33.1% |
| 3Y | +141.9% | +45.0% | +96.9% | +103.6% |
| 5Y | +158.5% | +146.6% | +11.9% | +72.9% |
| All | +293.8% | +1,226.8% | -932.9% | +73.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling