+496.2%
RVMD vs LPLA
+221.6%
+274.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | -10.4% | -0.9% | -9.5% | -10.1% |
| 30D | -11.0% | -9.5% | -1.5% | -8.6% |
| 3M | -14.7% | -21.9% | +7.2% | -8.4% |
| 6M | +14.9% | -2.6% | +17.5% | +13.8% |
| YTD | +116.3% | -17.8% | +134.1% | +124.1% |
| 1Y | +167.6% | -21.2% | +188.8% | +181.0% |
| 3Y | +776.8% | +30.6% | +746.2% | +639.1% |
| 5Y | +424.8% | +81.3% | +343.5% | +273.1% |
| All | +496.2% | +221.6% | +274.6% | +192.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling