+50.0%
LULU vs VTR
+99.2%
-49.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.3% |
| 7D | -1.6% | -0.3% | -1.3% | -1.6% |
| 30D | -18.1% | +1.1% | -19.2% | -18.3% |
| 3M | -18.8% | +7.9% | -26.7% | -20.5% |
| 6M | -39.2% | +6.2% | -45.4% | -40.5% |
| YTD | -52.4% | +17.7% | -70.1% | -54.7% |
| 1Y | -40.3% | +32.9% | -73.2% | -45.2% |
| 3Y | -75.1% | +129.7% | -204.8% | -80.8% |
| 5Y | -76.7% | +89.3% | -166.1% | -81.4% |
| All | +50.0% | +99.2% | -49.2% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 10y: compounded portfolio wealth divided by compounded VTR 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…
10y analysis · Full analysis span regression · 6 months rolling