+137.9%
VGT vs LULU
-76.9%
+214.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.2% | -1.0% | +0.6% |
| 7D | -0.2% | -1.6% | +1.5% | +0.2% |
| 30D | -0.4% | -18.1% | +17.7% | +4.3% |
| 3M | +4.4% | -18.8% | +23.2% | +9.1% |
| 6M | +32.1% | -39.2% | +71.3% | +49.4% |
| YTD | +28.8% | -52.4% | +81.2% | +56.2% |
| 1Y | +35.3% | -40.3% | +75.6% | +51.8% |
| 3Y | +124.8% | -75.1% | +199.9% | +215.7% |
| All | +137.9% | -76.9% | +214.8% | +230.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling