-96.7%
LCID vs VO
+102.9%
-199.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.3% | -0.9% | -10.4% | -9.6% |
| 7D | +9.2% | +2.9% | +6.3% | +3.6% |
| 30D | -3.0% | +1.0% | -4.0% | -3.8% |
| 3M | -50.2% | -1.7% | -48.5% | -47.8% |
| 6M | -45.8% | +6.7% | -52.5% | -51.1% |
| YTD | -69.2% | +14.0% | -83.2% | -75.2% |
| 1Y | -80.4% | +13.7% | -94.1% | -83.9% |
| 3Y | -91.4% | +65.8% | -157.3% | -96.4% |
| 5Y | -99.3% | +36.6% | -135.9% | -99.5% |
| All | -96.7% | +102.9% | -199.6% | -98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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