+580.0%
LULU vs VT
+374.2%
+205.8%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | 0.0% | -17.4% | -17.4% |
| 7D | -16.7% | +0.4% | -17.2% | -17.1% |
| 30D | -18.5% | +1.0% | -19.5% | -19.5% |
| 3M | -19.5% | +2.4% | -21.8% | -21.8% |
| 6M | -41.9% | +12.0% | -53.9% | -49.1% |
| YTD | -51.6% | +15.3% | -66.9% | -58.9% |
| 1Y | -51.2% | +22.6% | -73.8% | -61.3% |
| 3Y | -75.1% | +74.7% | -149.8% | -86.7% |
| 5Y | -74.1% | +66.1% | -140.2% | -85.0% |
| 10Y | +46.7% | +225.0% | -178.3% | -58.5% |
| All | +580.0% | +374.2% | +205.8% | +48.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling