+105.5%
VEA vs LCID
-95.9%
+201.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -1.1% |
| 7D | -2.1% | -9.1% | +7.1% | -1.6% |
| 30D | -1.1% | -37.6% | +36.6% | +1.4% |
| 3M | +5.1% | -11.1% | +16.1% | +4.7% |
| 6M | +9.8% | -59.2% | +69.0% | +13.8% |
| YTD | +15.9% | -60.5% | +76.4% | +20.1% |
| 1Y | +24.6% | -78.5% | +103.1% | +32.8% |
| 3Y | +75.5% | -92.8% | +168.4% | +92.2% |
| 5Y | +59.4% | -97.9% | +157.3% | +81.5% |
| All | +105.5% | -95.9% | +201.4% | +144.2% |
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