+1,501.5%
VRT vs LCID
-95.4%
+1,596.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.6% | +4.1% |
| 7D | +9.1% | -6.6% | +15.7% | +10.1% |
| 30D | +0.9% | -30.1% | +31.1% | +6.0% |
| 3M | -13.4% | -17.6% | +4.2% | -13.5% |
| 6M | +11.7% | -54.4% | +66.1% | +21.2% |
| YTD | +73.2% | -55.7% | +129.0% | +87.4% |
| 1Y | +123.4% | -71.0% | +194.5% | +156.3% |
| 3Y | +606.2% | -92.6% | +698.8% | +822.7% |
| 5Y | +899.9% | -97.6% | +997.5% | +1,393.1% |
| All | +1,501.5% | -95.4% | +1,596.9% | +2,340.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling