+1,097.1%
VRT vs LCID
-96.8%
+1,193.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -11.3% | +12.8% | +3.1% |
| 7D | +18.6% | +9.2% | +9.4% | +16.9% |
| 30D | -11.7% | -3.0% | -8.7% | -11.8% |
| 3M | -27.3% | -50.2% | +22.9% | -20.4% |
| 6M | -42.9% | -45.8% | +3.0% | -39.9% |
| YTD | +29.5% | -69.2% | +98.7% | +46.5% |
| 1Y | +21.0% | -80.4% | +101.4% | +46.2% |
| 3Y | +403.1% | -91.4% | +494.5% | +535.8% |
| 5Y | +688.8% | -99.3% | +788.1% | +1,184.7% |
| All | +1,097.1% | -96.8% | +1,193.9% | +1,807.9% |
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