+3.8%
VCIT vs LCID
-97.6%
+101.5%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.8% | 0.0% |
| 7D | -0.3% | -6.6% | +6.2% | -0.3% |
| 30D | -0.8% | -30.1% | +29.4% | -0.3% |
| 3M | -1.0% | -17.6% | +16.6% | -1.0% |
| 6M | -1.8% | -54.4% | +52.6% | -1.0% |
| YTD | -0.7% | -55.7% | +55.0% | +0.1% |
| 1Y | +1.0% | -71.0% | +72.0% | +2.3% |
| 3Y | +18.8% | -92.6% | +111.5% | +21.7% |
| All | +3.8% | -97.6% | +101.5% | +7.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling