+60.9%
VEA vs LCID
-97.8%
+158.7%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.8% | +6.9% | -0.3% |
| 7D | +0.3% | -9.3% | +9.7% | +0.9% |
| 30D | +0.4% | -35.4% | +35.8% | +3.3% |
| 3M | +4.8% | -17.1% | +21.9% | +4.9% |
| 6M | +11.3% | -58.9% | +70.2% | +16.4% |
| YTD | +17.4% | -59.6% | +77.0% | +22.5% |
| 1Y | +26.2% | -78.0% | +104.2% | +36.7% |
| 3Y | +77.7% | -92.7% | +170.4% | +100.1% |
| 5Y | +60.9% | -97.8% | +158.8% | +94.5% |
| All | +60.9% | -97.8% | +158.7% | +94.5% |
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