+157.1%
VTR vs LCID
-95.9%
+253.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.1% | +3.3% | +1.3% |
| 7D | -1.8% | -9.1% | +7.3% | -1.5% |
| 30D | +4.0% | -37.6% | +41.6% | +5.6% |
| 3M | +7.8% | -11.1% | +18.9% | +7.4% |
| 6M | +6.4% | -59.2% | +65.5% | +9.0% |
| YTD | +18.3% | -60.5% | +78.8% | +21.1% |
| 1Y | +33.9% | -78.5% | +112.4% | +40.5% |
| 3Y | +134.3% | -92.8% | +227.2% | +151.9% |
| 5Y | +90.3% | -97.9% | +188.2% | +109.4% |
| All | +157.1% | -95.9% | +253.0% | +206.9% |
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