-74.0%
LULU vs VT
+76.6%
-150.6%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +3.2% |
| 7D | -12.6% | +1.0% | -13.6% | -13.6% |
| 30D | -19.7% | -0.2% | -19.5% | -19.6% |
| 3M | -12.2% | +4.5% | -16.8% | -17.3% |
| 6M | -39.3% | +14.1% | -53.4% | -48.7% |
| YTD | -50.3% | +14.8% | -65.1% | -58.3% |
| 1Y | -38.6% | +21.2% | -59.8% | -51.8% |
| 3Y | -74.0% | +76.6% | -150.5% | -87.0% |
| All | -74.0% | +76.6% | -150.6% | -87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling