+12.8%
VG vs LULU
-49.9%
+62.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -17.4% | +17.0% | -3.1% |
| 7D | +1.7% | -16.7% | +18.4% | -0.8% |
| 30D | +16.0% | -18.5% | +34.6% | +12.8% |
| 3M | +9.7% | -19.5% | +29.2% | +7.6% |
| 6M | +29.6% | -41.9% | +71.5% | +27.3% |
| YTD | +112.0% | -51.6% | +163.6% | +116.0% |
| 1Y | +12.8% | -51.2% | +64.0% | +10.2% |
| All | +12.8% | -49.9% | +62.7% | +10.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling