+98.0%
VCIT vs LULU
+650.0%
-552.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -17.4% | +17.4% | +0.2% |
| 7D | -0.3% | -16.7% | +16.4% | -0.1% |
| 30D | -0.8% | -18.5% | +17.8% | -0.5% |
| 3M | -1.0% | -19.5% | +18.5% | -0.8% |
| 6M | -1.8% | -41.9% | +40.1% | -1.3% |
| YTD | -0.7% | -51.6% | +50.9% | +0.1% |
| 1Y | +1.0% | -51.2% | +52.2% | +1.7% |
| 3Y | +18.8% | -75.1% | +94.0% | +20.4% |
| 5Y | +3.5% | -74.1% | +77.6% | +4.5% |
| 10Y | +29.2% | +46.7% | -17.5% | +31.2% |
| All | +98.0% | +650.0% | -552.0% | +110.8% |
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