+55.8%
VEA vs LCID
-99.1%
+155.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.7% | +3.5% | +1.0% |
| 7D | -1.3% | +8.9% | -10.2% | -2.0% |
| 30D | 0.0% | +6.8% | -6.9% | -0.8% |
| 3M | -3.6% | -45.2% | +41.7% | 0.0% |
| 6M | -0.5% | -39.1% | +38.6% | +1.3% |
| YTD | +13.0% | -65.3% | +78.3% | +19.0% |
| 1Y | +16.3% | -78.4% | +94.7% | +26.4% |
| 3Y | +74.4% | -90.3% | +164.8% | +92.8% |
| 5Y | +55.8% | -99.2% | +155.0% | +97.1% |
| All | +55.8% | -99.1% | +155.0% | +97.1% |
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 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