+33.8%
VWO vs LCID
-97.9%
+131.7%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.6% |
| 7D | -1.8% | -9.8% | +8.1% | -1.1% |
| 30D | -0.1% | -35.5% | +35.4% | +2.8% |
| 3M | +2.2% | -18.4% | +20.6% | +2.4% |
| 6M | +8.8% | -60.5% | +69.2% | +14.3% |
| YTD | +12.4% | -60.1% | +72.5% | +17.6% |
| 1Y | +15.6% | -78.8% | +94.4% | +26.0% |
| 3Y | +62.5% | -92.8% | +155.3% | +84.3% |
| All | +33.8% | -97.9% | +131.7% | +70.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling