-35.7%
VG vs LULU
-74.4%
+38.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -3.4% | +7.2% | +3.8% |
| 7D | +3.8% | -16.9% | +20.8% | +3.9% |
| 30D | +7.2% | -22.0% | +29.2% | +7.5% |
| 3M | +22.8% | -17.8% | +40.6% | +23.2% |
| 6M | +33.2% | -41.3% | +74.5% | +38.0% |
| YTD | +124.8% | -52.0% | +176.8% | +143.0% |
| 1Y | +15.8% | -39.8% | +55.6% | +18.5% |
| All | -35.7% | -74.4% | +38.8% | -29.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling