+1,197.0%
VST vs LULU
+62.9%
+1,134.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.8% | +0.2% | -2.2% |
| 7D | +2.0% | -20.4% | +22.4% | +5.7% |
| 30D | +1.5% | -22.9% | +24.3% | +5.6% |
| 3M | +6.3% | -18.5% | +24.8% | +9.1% |
| 6M | -10.3% | -41.8% | +31.5% | -2.3% |
| YTD | -8.6% | -53.4% | +44.8% | +3.7% |
| 1Y | -29.3% | -40.9% | +11.5% | -23.8% |
| 3Y | +344.9% | -75.6% | +420.5% | +450.3% |
| 5Y | +774.8% | -77.2% | +852.1% | +964.2% |
| All | +1,197.0% | +62.9% | +1,134.1% | +999.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling