-20.9%
VST vs LULU
-49.9%
+29.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -17.4% | +20.9% | +3.7% |
| 7D | +8.9% | -16.7% | +25.6% | +9.1% |
| 30D | +6.2% | -18.5% | +24.7% | +6.5% |
| 3M | -2.7% | -19.5% | +16.7% | -2.0% |
| 6M | -8.4% | -41.9% | +33.6% | -5.7% |
| YTD | -7.2% | -51.6% | +44.4% | -4.0% |
| 1Y | -20.9% | -51.2% | +30.3% | -17.7% |
| All | -20.9% | -49.9% | +29.0% | -17.7% |
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