-79.4%
LCID vs VYM
+21.8%
-101.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.2% | +10.4% | +8.3% |
| 7D | -1.2% | +1.2% | -2.3% | -4.1% |
| 30D | -19.2% | +5.2% | -24.4% | -29.4% |
| 3M | -56.7% | +0.5% | -57.2% | -57.1% |
| 6M | -49.6% | +7.7% | -57.3% | -59.2% |
| YTD | -68.1% | +17.2% | -85.3% | -81.7% |
| 1Y | -79.4% | +21.7% | -101.1% | -90.2% |
| All | -79.4% | +21.8% | -101.2% | -90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 1y: compounded portfolio wealth divided by compounded VYM 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…
1y analysis · Full analysis span regression · 6 months rolling