+28.8%
VCIT vs LULU
+50.4%
-21.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.1% | -0.7% |
| 7D | -1.0% | -20.4% | +19.4% | -0.5% |
| 30D | -1.3% | -22.9% | +21.5% | -0.7% |
| 3M | -1.6% | -18.5% | +17.0% | -1.1% |
| 6M | -2.3% | -41.8% | +39.5% | -1.1% |
| YTD | -1.7% | -53.4% | +51.7% | 0.0% |
| 1Y | -0.7% | -40.9% | +40.1% | +0.3% |
| 3Y | +18.1% | -75.6% | +93.7% | +21.7% |
| 5Y | +2.4% | -77.2% | +79.6% | +5.0% |
| All | +28.8% | +50.4% | -21.6% | +31.1% |
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