+397.6%
VRT vs LCID
-91.4%
+489.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -11.3% | +12.8% | +2.9% |
| 7D | +18.6% | +9.2% | +9.4% | +17.2% |
| 30D | -11.7% | -3.0% | -8.7% | -11.7% |
| 3M | -27.3% | -50.2% | +22.9% | -21.6% |
| 6M | -42.9% | -45.8% | +3.0% | -40.5% |
| YTD | +29.5% | -69.2% | +98.7% | +44.2% |
| 1Y | +21.0% | -80.4% | +101.4% | +42.5% |
| All | +397.6% | -91.4% | +489.0% | +515.0% |
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 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