+48.7%
VNQ vs LCID
-95.9%
+144.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.2% | +0.7% |
| 7D | -1.3% | -9.8% | +8.6% | -0.7% |
| 30D | -2.6% | -35.5% | +32.9% | -0.4% |
| 3M | -2.0% | -18.4% | +16.4% | -1.9% |
| 6M | +4.3% | -60.5% | +64.8% | +8.5% |
| YTD | +9.2% | -60.1% | +69.3% | +13.2% |
| 1Y | +5.6% | -78.8% | +84.4% | +13.2% |
| 3Y | +30.8% | -92.8% | +123.6% | +44.4% |
| 5Y | +8.0% | -97.9% | +105.9% | +23.6% |
| All | +48.7% | -95.9% | +144.5% | +76.5% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling