+44.8%
VNQ vs LCID
-92.2%
+136.9%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.2% | +9.2% | +0.5% |
| 7D | +0.8% | -10.2% | +11.0% | +1.2% |
| 30D | +6.8% | -10.2% | +17.0% | +7.1% |
| 3M | -1.3% | -54.1% | +52.8% | +2.1% |
| 6M | +2.4% | -53.8% | +56.1% | +5.0% |
| YTD | +12.1% | -72.0% | +84.2% | +17.9% |
| 1Y | +12.0% | -80.5% | +92.5% | +20.3% |
| 3Y | +44.8% | -92.6% | +137.3% | +65.4% |
| All | +44.8% | -92.2% | +136.9% | +65.4% |
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