+96.6%
VCIT vs LULU
+701.0%
-604.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.7% | 0.0% |
| 7D | -0.5% | -4.1% | +3.6% | -0.4% |
| 30D | +1.5% | +13.5% | -12.0% | +1.3% |
| 3M | -1.0% | -14.5% | +13.5% | -0.8% |
| 6M | -1.7% | -15.0% | +13.3% | -1.5% |
| YTD | -1.4% | -48.3% | +46.9% | -0.7% |
| 1Y | -0.9% | -36.7% | +35.8% | -0.5% |
| 3Y | +19.8% | -74.0% | +93.8% | +21.3% |
| 5Y | +4.6% | -76.3% | +80.9% | +5.7% |
| 10Y | +31.5% | +85.8% | -54.3% | +33.5% |
| All | +96.6% | +701.0% | -604.3% | +109.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling