+1,232.7%
VST vs LULU
+67.7%
+1,165.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | +0.2% |
| 7D | +5.3% | -16.9% | +22.3% | +8.3% |
| 30D | +5.8% | -22.0% | +27.7% | +9.8% |
| 3M | +3.5% | -17.8% | +21.3% | +6.1% |
| 6M | -7.4% | -41.3% | +33.9% | +0.7% |
| YTD | -6.1% | -52.0% | +45.9% | +6.0% |
| 1Y | -21.6% | -39.8% | +18.2% | -15.8% |
| 3Y | +357.2% | -74.8% | +432.0% | +462.5% |
| 5Y | +777.0% | -76.3% | +853.3% | +958.7% |
| All | +1,232.7% | +67.7% | +1,165.0% | +1,024.0% |
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