+4.1%
VCIT vs LCID
-96.8%
+100.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +10.4% | -10.5% | -0.2% |
| 7D | +0.1% | +8.9% | -8.8% | 0.0% |
| 30D | +1.9% | -15.4% | +17.3% | +2.1% |
| 3M | -1.4% | -52.9% | +51.4% | -0.7% |
| 6M | -2.1% | -46.8% | +44.7% | -1.7% |
| YTD | -1.6% | -68.9% | +67.2% | -0.7% |
| 1Y | -0.9% | -81.7% | +80.8% | +0.5% |
| 3Y | +20.0% | -92.4% | +112.4% | +22.0% |
| 5Y | +3.1% | -99.2% | +102.4% | +5.8% |
| All | +4.1% | -96.8% | +100.9% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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