-51.2%
LULU vs VTRS
+66.3%
-117.5%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | -0.4% | -17.0% | -17.3% |
| 7D | -16.7% | +3.3% | -20.0% | -17.5% |
| 30D | -18.5% | -3.6% | -14.9% | -17.9% |
| 3M | -19.5% | +7.0% | -26.4% | -21.5% |
| 6M | -41.9% | +17.5% | -59.4% | -45.3% |
| YTD | -51.6% | +38.8% | -90.4% | -56.7% |
| 1Y | -51.2% | +69.2% | -120.4% | -58.2% |
| All | -51.2% | +66.3% | -117.5% | -58.2% |
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