+75.4%
VEA vs LULU
-75.0%
+150.5%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.1% | +0.8% |
| 7D | -1.5% | -1.6% | +0.2% | -1.3% |
| 30D | -0.8% | -18.1% | +17.3% | +1.1% |
| 3M | +2.5% | -18.8% | +21.2% | +4.4% |
| 6M | +11.1% | -39.2% | +50.3% | +17.0% |
| YTD | +17.2% | -52.4% | +69.5% | +26.7% |
| 1Y | +24.5% | -40.3% | +64.8% | +30.7% |
| 3Y | +75.4% | -75.1% | +150.5% | +96.4% |
| All | +75.4% | -75.0% | +150.5% | +96.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling