+241.0%
RVMD vs LPLA
-16.5%
+257.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.6% | -1.8% | +2.6% |
| 7D | +5.8% | +15.7% | -9.9% | +5.1% |
| 30D | -3.8% | -6.2% | +2.3% | -3.5% |
| 3M | +3.2% | -12.0% | +15.2% | +3.7% |
| 6M | +35.0% | -2.7% | +37.8% | +35.0% |
| YTD | +150.7% | -12.5% | +163.3% | +142.2% |
| 1Y | +241.0% | -16.5% | +257.5% | +234.0% |
| All | +241.0% | -16.5% | +257.4% | +234.0% |
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