+1,044.7%
VRT vs LCID
-96.5%
+1,141.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +9.4% | +0.2% | +8.3% |
| 7D | -10.6% | +20.0% | -30.6% | -13.0% |
| 30D | -17.4% | -5.0% | -12.4% | -17.2% |
| 3M | -26.4% | -48.9% | +22.5% | -19.6% |
| 6M | -41.0% | -43.2% | +2.2% | -38.3% |
| YTD | +23.8% | -65.9% | +89.8% | +38.4% |
| 1Y | +11.6% | -79.2% | +90.8% | +34.0% |
| 3Y | +403.5% | -90.4% | +493.9% | +527.3% |
| 5Y | +647.0% | -99.2% | +746.2% | +1,102.4% |
| All | +1,044.7% | -96.5% | +1,141.2% | +1,702.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling