+605.1%
RVMD vs LPLA
+288.6%
+316.5%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.4% |
| 7D | -3.0% | -1.5% | -1.4% | -2.5% |
| 30D | -0.7% | -6.0% | +5.3% | +1.1% |
| 3M | +36.5% | +24.0% | +12.5% | +26.0% |
| 6M | +104.6% | +17.0% | +87.6% | +92.6% |
| YTD | +155.8% | -0.7% | +156.5% | +151.1% |
| 1Y | +340.7% | +2.1% | +338.6% | +326.2% |
| 3Y | +519.9% | +48.7% | +471.2% | +407.5% |
| 5Y | +584.9% | +151.2% | +433.7% | +336.7% |
| All | +605.1% | +288.6% | +316.5% | +228.3% |
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 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