+110.8%
VEA vs LCID
-95.4%
+206.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.3% |
| 7D | +1.0% | -6.6% | +7.5% | +1.3% |
| 30D | +1.9% | -30.1% | +32.1% | +3.8% |
| 3M | +3.2% | -17.6% | +20.8% | +3.3% |
| 6M | +10.2% | -54.4% | +64.7% | +13.6% |
| YTD | +18.9% | -55.7% | +74.6% | +22.4% |
| 1Y | +29.3% | -71.0% | +100.4% | +35.7% |
| 3Y | +76.8% | -92.6% | +169.4% | +93.2% |
| 5Y | +61.2% | -97.6% | +158.8% | +82.5% |
| All | +110.8% | -95.4% | +206.2% | +148.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling