+4.4%
VCIT vs LCID
-96.4%
+100.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | 0.0% |
| 7D | -0.5% | +8.9% | -9.4% | -0.6% |
| 30D | +1.5% | +6.8% | -5.4% | +1.3% |
| 3M | -1.0% | -45.2% | +44.3% | -0.4% |
| 6M | -1.7% | -39.1% | +37.5% | -1.4% |
| YTD | -1.4% | -65.3% | +63.9% | -0.6% |
| 1Y | -0.9% | -78.4% | +77.5% | +0.3% |
| 3Y | +19.8% | -90.3% | +110.1% | +21.5% |
| 5Y | +4.6% | -99.2% | +103.8% | +7.2% |
| All | +4.4% | -96.4% | +100.9% | +7.3% |
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