+11.7%
VG vs LULU
-41.2%
+52.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.8% | +4.2% | +0.8% |
| 7D | +7.0% | -20.4% | +27.5% | +2.9% |
| 30D | +17.2% | -22.9% | +40.1% | +12.2% |
| 3M | +16.8% | -18.5% | +35.3% | +14.0% |
| 6M | +36.3% | -41.8% | +78.1% | +31.4% |
| YTD | +127.9% | -53.4% | +181.3% | +135.3% |
| 1Y | +11.7% | -40.9% | +52.6% | +3.4% |
| All | +11.7% | -41.2% | +52.9% | +3.4% |
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 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