+145.6%
VTV vs LCID
-95.4%
+241.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -2.0% | -0.3% |
| 7D | +0.5% | -6.6% | +7.1% | +0.8% |
| 30D | +1.1% | -30.1% | +31.3% | +2.5% |
| 3M | +5.9% | -17.6% | +23.5% | +5.9% |
| 6M | +11.6% | -54.4% | +66.1% | +14.2% |
| YTD | +19.8% | -55.7% | +75.5% | +22.5% |
| 1Y | +26.2% | -71.0% | +97.3% | +31.1% |
| 3Y | +68.5% | -92.6% | +161.1% | +80.5% |
| 5Y | +79.9% | -97.6% | +177.5% | +97.2% |
| All | +145.6% | -95.4% | +241.1% | +172.9% |
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 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