+452.1%
LULU vs VOO
+810.0%
-357.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.3% | +1.2% |
| 7D | -1.6% | -0.8% | -0.9% | -0.7% |
| 30D | -18.1% | -1.1% | -17.0% | -17.0% |
| 3M | -18.8% | +3.9% | -22.7% | -22.5% |
| 6M | -39.2% | +13.6% | -52.8% | -47.6% |
| YTD | -52.4% | +12.7% | -65.1% | -58.5% |
| 1Y | -40.3% | +17.6% | -57.9% | -50.4% |
| 3Y | -75.1% | +77.3% | -152.4% | -87.1% |
| 5Y | -76.7% | +84.1% | -160.9% | -88.2% |
| 10Y | +52.7% | +323.5% | -270.8% | -69.6% |
| All | +452.1% | +810.0% | -357.9% | -62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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