+598.1%
RVMD vs LPLA
+144.0%
+454.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -0.7% | -1.5% | +0.8% | -0.3% |
| 30D | +0.3% | -6.0% | +6.3% | +2.0% |
| 3M | +38.9% | +21.4% | +17.5% | +30.2% |
| 6M | +108.1% | +12.1% | +96.0% | +100.0% |
| YTD | +160.7% | -1.8% | +162.6% | +157.5% |
| 1Y | +407.3% | +3.2% | +404.1% | +390.8% |
| 3Y | +546.6% | +45.9% | +500.6% | +443.2% |
| All | +598.1% | +144.0% | +454.1% | +344.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling