+29.9%
VNQ vs LCID
-93.0%
+122.9%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.8% |
| 7D | -2.6% | -9.1% | +6.5% | -2.1% |
| 30D | -2.3% | -37.6% | +35.3% | 0.0% |
| 3M | -2.8% | -11.1% | +8.3% | -3.3% |
| 6M | +2.5% | -59.2% | +61.7% | +6.8% |
| YTD | +8.4% | -60.5% | +68.9% | +12.8% |
| 1Y | +6.8% | -78.5% | +85.3% | +15.4% |
| All | +29.9% | -93.0% | +122.9% | +52.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling