+128.1%
VTR vs LCID
-92.8%
+220.9%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.8% | +7.2% | -0.4% |
| 7D | -2.9% | -9.3% | +6.4% | -2.7% |
| 30D | -2.8% | -35.4% | +32.6% | -1.9% |
| 3M | +9.0% | -17.1% | +26.1% | +8.6% |
| 6M | +5.0% | -58.9% | +63.9% | +7.1% |
| YTD | +16.9% | -59.6% | +76.5% | +19.1% |
| 1Y | +34.3% | -78.0% | +112.3% | +40.2% |
| All | +128.1% | -92.8% | +220.9% | +163.4% |
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