-97.6%
LCID vs VO
+43.2%
-140.8%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | +0.1% |
| 7D | +1.8% | +0.6% | +1.1% | +0.4% |
| 30D | -34.2% | -1.1% | -33.2% | -32.8% |
| 3M | -9.1% | +4.5% | -13.7% | -16.4% |
| 6M | -52.6% | +11.1% | -63.7% | -61.3% |
| YTD | -56.2% | +13.5% | -69.7% | -65.4% |
| 1Y | -74.9% | +14.5% | -89.4% | -80.2% |
| 3Y | -92.1% | +58.1% | -150.2% | -96.6% |
| 5Y | -97.6% | +43.3% | -140.8% | -98.5% |
| All | -97.6% | +43.2% | -140.8% | -98.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling