-44.6%
VG vs LULU
-72.9%
+28.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -0.9% |
| 7D | +14.0% | -4.6% | +18.6% | +13.8% |
| 30D | -1.0% | +12.3% | -13.3% | -0.9% |
| 3M | -2.7% | -11.6% | +8.9% | -2.4% |
| 6M | +1.5% | -12.8% | +14.3% | +1.9% |
| YTD | +93.7% | -49.2% | +142.9% | +109.7% |
| 1Y | +68.5% | -37.7% | +106.3% | +73.0% |
| All | -44.6% | -72.9% | +28.3% | -39.1% |
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