+30.9%
VCIT vs LULU
+93.4%
-62.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.3% | -0.6% |
| 7D | +0.1% | +3.2% | -3.1% | 0.0% |
| 30D | +1.1% | +16.8% | -15.7% | +0.7% |
| 3M | -1.4% | -13.6% | +12.3% | -1.1% |
| 6M | -2.3% | -15.9% | +13.5% | -2.0% |
| YTD | -1.8% | -46.9% | +45.1% | -0.4% |
| 1Y | -1.0% | -35.2% | +34.2% | -0.2% |
| 3Y | +19.3% | -73.3% | +92.6% | +22.6% |
| 5Y | +3.8% | -75.9% | +79.7% | +6.2% |
| All | +30.9% | +93.4% | -62.5% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 LULU 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