+567.3%
VRT vs LCID
-99.2%
+666.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +10.4% | -6.9% | +1.6% |
| 7D | -21.4% | +8.9% | -30.3% | -22.7% |
| 30D | -25.8% | -15.4% | -10.4% | -24.1% |
| 3M | -33.5% | -52.9% | +19.3% | -24.7% |
| 6M | -49.0% | -46.8% | -2.2% | -45.5% |
| YTD | +12.9% | -68.9% | +81.8% | +32.0% |
| 1Y | 0.0% | -81.7% | +81.7% | +29.4% |
| 3Y | +361.8% | -92.4% | +454.2% | +540.0% |
| All | +567.3% | -99.2% | +666.6% | +1,306.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling