+158.6%
VTR vs LCID
-96.4%
+255.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.7% | +0.2% |
| 7D | +1.4% | +8.9% | -7.5% | +1.0% |
| 30D | +8.2% | +6.8% | +1.4% | +7.8% |
| 3M | +4.6% | -45.2% | +49.8% | +6.5% |
| 6M | +4.3% | -39.1% | +43.5% | +5.1% |
| YTD | +19.0% | -65.3% | +84.3% | +22.1% |
| 1Y | +21.6% | -78.4% | +100.0% | +27.3% |
| 3Y | +132.2% | -90.3% | +222.5% | +145.5% |
| 5Y | +94.4% | -99.2% | +193.6% | +115.3% |
| All | +158.6% | -96.4% | +255.0% | +209.5% |
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