+340.7%
RVMD vs LPLA
+3.8%
+336.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | +0.1% |
| 7D | -3.0% | -1.5% | -1.4% | -2.9% |
| 30D | -0.7% | -6.0% | +5.3% | -0.3% |
| 3M | +36.5% | +24.0% | +12.5% | +32.8% |
| 6M | +104.6% | +17.0% | +87.6% | +103.6% |
| YTD | +155.8% | -0.7% | +156.5% | +149.9% |
| 1Y | +340.7% | +2.1% | +338.6% | +329.7% |
| All | +340.7% | +3.8% | +336.9% | +329.7% |
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 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