-33.3%
LULU vs VTRS
+88.0%
-121.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.2% |
| 7D | +1.8% | -1.2% | +3.0% | +2.2% |
| 30D | +19.4% | +8.2% | +11.2% | +16.6% |
| 3M | -9.5% | +8.3% | -17.8% | -11.9% |
| 6M | -14.2% | +24.1% | -38.2% | -20.0% |
| YTD | -46.2% | +56.0% | -102.2% | -53.5% |
| 1Y | -33.3% | +82.7% | -116.0% | -43.7% |
| All | -33.3% | +88.0% | -121.3% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling