+32.2%
VTRS vs LCID
-95.5%
+127.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.5% |
| 7D | -0.1% | +1.8% | -1.9% | -0.2% |
| 30D | +1.9% | -34.2% | +36.1% | +4.5% |
| 3M | +5.1% | -9.1% | +14.2% | +4.6% |
| 6M | +20.1% | -52.6% | +72.7% | +24.2% |
| YTD | +36.6% | -56.2% | +92.8% | +41.5% |
| 1Y | +64.1% | -74.9% | +139.0% | +75.6% |
| 3Y | +86.4% | -92.1% | +178.4% | +106.6% |
| 5Y | +40.9% | -97.6% | +138.4% | +62.4% |
| All | +32.2% | -95.5% | +127.7% | +60.0% |
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