-51.2%
LULU vs VNQ
+9.6%
-60.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -0.7% | -16.7% | -16.9% |
| 7D | -16.7% | -1.3% | -15.5% | -16.0% |
| 30D | -18.5% | -2.9% | -15.6% | -16.9% |
| 3M | -19.5% | +0.8% | -20.3% | -19.7% |
| 6M | -41.9% | +2.5% | -44.4% | -43.2% |
| YTD | -51.6% | +10.6% | -62.2% | -54.7% |
| 1Y | -51.2% | +9.1% | -60.3% | -54.4% |
| All | -51.2% | +9.6% | -60.7% | -54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 1y: compounded portfolio wealth divided by compounded VNQ 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…
1y analysis · Full analysis span regression · 6 months rolling