+89.6%
VRT vs LULU
-39.6%
+129.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.2% | +1.4% | +3.7% |
| 7D | -8.4% | -1.6% | -6.7% | -8.5% |
| 30D | -10.9% | -18.1% | +7.3% | -12.1% |
| 3M | -13.7% | -18.8% | +5.1% | -13.9% |
| 6M | -4.1% | -39.2% | +35.1% | -2.7% |
| YTD | +58.7% | -52.4% | +111.1% | +65.2% |
| 1Y | +89.6% | -40.3% | +129.9% | +81.0% |
| All | +89.6% | -39.6% | +129.3% | +81.0% |
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 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