+518.6%
RVMD vs LPLA
+43.8%
+474.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.4% | -1.9% |
| 7D | -3.6% | -3.7% | +0.1% | -2.8% |
| 30D | -1.1% | -6.4% | +5.3% | +0.2% |
| 3M | +41.0% | +20.2% | +20.8% | +34.3% |
| 6M | +105.7% | +12.8% | +92.8% | +99.4% |
| YTD | +155.3% | -2.5% | +157.8% | +153.0% |
| 1Y | +402.7% | +1.9% | +400.8% | +390.0% |
| All | +518.6% | +43.8% | +474.8% | +446.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling