+55.6%
VFC vs LCID
-79.4%
+134.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +11.6% | -7.1% | +2.6% |
| 7D | +21.5% | -1.2% | +22.6% | +21.4% |
| 30D | +46.7% | -19.2% | +65.9% | +50.9% |
| 3M | +38.4% | -56.7% | +95.1% | +56.9% |
| 6M | +15.2% | -49.6% | +64.8% | +24.7% |
| YTD | +17.8% | -68.1% | +85.9% | +40.1% |
| 1Y | +55.6% | -79.4% | +135.0% | +115.1% |
| All | +55.6% | -79.4% | +134.9% | +115.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling