+58.6%
VT vs LCID
-99.1%
+157.7%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.7% | -5.2% | -0.8% |
| 7D | -0.1% | +24.8% | -25.0% | -2.0% |
| 30D | -3.1% | -0.5% | -2.5% | -3.3% |
| 3M | -3.5% | -43.0% | +39.5% | +0.3% |
| 6M | +0.5% | -40.5% | +41.0% | +2.7% |
| YTD | +10.8% | -64.3% | +75.1% | +17.2% |
| 1Y | +11.9% | -78.1% | +90.0% | +22.9% |
| 3Y | +73.0% | -90.1% | +163.1% | +93.6% |
| 5Y | +58.6% | -99.1% | +157.7% | +110.8% |
| All | +58.6% | -99.1% | +157.7% | +110.8% |
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