+646.0%
LULU vs VT
+355.4%
+290.5%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.4% |
| 7D | +3.2% | -0.1% | +3.3% | +3.2% |
| 30D | +16.8% | -3.1% | +19.9% | +20.7% |
| 3M | -13.6% | -3.5% | -10.1% | -10.3% |
| 6M | -15.9% | +0.5% | -16.3% | -16.7% |
| YTD | -46.9% | +10.8% | -57.7% | -52.9% |
| 1Y | -35.2% | +11.9% | -47.1% | -43.2% |
| 3Y | -73.3% | +73.0% | -146.3% | -85.6% |
| 5Y | -75.9% | +58.6% | -134.5% | -85.3% |
| 10Y | +93.4% | +219.2% | -125.8% | -44.2% |
| All | +646.0% | +355.4% | +290.5% | +69.9% |
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