+98.9%
VEA vs LCID
-97.1%
+196.0%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.2% | +9.2% | +0.5% |
| 7D | +2.3% | -10.2% | +12.5% | +2.8% |
| 30D | +0.2% | -10.2% | +10.4% | +0.5% |
| 3M | -5.3% | -54.1% | +48.8% | -1.7% |
| 6M | -0.9% | -53.8% | +52.8% | +1.9% |
| YTD | +12.2% | -72.0% | +84.3% | +18.0% |
| 1Y | +16.1% | -80.5% | +96.6% | +24.3% |
| 3Y | +73.0% | -92.6% | +165.5% | +89.0% |
| 5Y | +53.7% | -99.3% | +153.0% | +79.5% |
| All | +98.9% | -97.1% | +196.0% | +140.0% |
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