+3.1%
VCIT vs LULU
-77.0%
+80.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.2% | -0.1% |
| 7D | -0.2% | -16.9% | +16.8% | +0.3% |
| 30D | -0.5% | -22.0% | +21.5% | +0.1% |
| 3M | -0.9% | -17.8% | +16.9% | -0.5% |
| 6M | -1.9% | -41.3% | +39.3% | -0.6% |
| YTD | -1.0% | -52.0% | +51.0% | +0.9% |
| 1Y | +0.2% | -39.8% | +40.1% | +1.4% |
| 3Y | +19.0% | -74.8% | +93.8% | +23.2% |
| 5Y | +3.1% | -76.3% | +79.4% | +5.0% |
| All | +3.1% | -77.0% | +80.1% | +5.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling