-96.4%
LCID vs VO
+102.2%
-198.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.7% | +6.7% | +4.2% |
| 7D | +20.0% | -0.1% | +20.1% | +21.4% |
| 30D | -5.0% | +0.5% | -5.5% | -5.0% |
| 3M | -48.9% | -1.0% | -47.8% | -47.1% |
| 6M | -43.2% | +6.4% | -49.6% | -48.5% |
| YTD | -65.9% | +13.6% | -79.5% | -72.4% |
| 1Y | -79.2% | +14.5% | -93.6% | -83.2% |
| 3Y | -90.4% | +67.2% | -157.6% | -96.1% |
| 5Y | -99.2% | +36.1% | -135.3% | -99.5% |
| All | -96.4% | +102.2% | -198.5% | -98.2% |
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