+2,486.9%
VRT vs LULU
-18.2%
+2,505.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.2% | +1.4% | +2.9% |
| 7D | -8.4% | -1.6% | -6.7% | -7.7% |
| 30D | -10.9% | -18.1% | +7.3% | -5.8% |
| 3M | -13.7% | -18.8% | +5.1% | -9.6% |
| 6M | -4.1% | -39.2% | +35.1% | +10.6% |
| YTD | +58.7% | -52.4% | +111.1% | +99.5% |
| 1Y | +89.6% | -40.3% | +129.9% | +115.5% |
| 3Y | +558.1% | -75.1% | +633.2% | +899.5% |
| 5Y | +953.0% | -76.7% | +1,029.7% | +1,474.0% |
| All | +2,486.9% | -18.2% | +2,505.0% | +2,697.0% |
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