-26.4%
VST vs LULU
-35.1%
+8.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.1% | -2.1% |
| 7D | -6.0% | +3.2% | -9.2% | -5.8% |
| 30D | -18.8% | +16.8% | -35.6% | -18.5% |
| 3M | -8.0% | -13.6% | +5.6% | -6.9% |
| 6M | -10.9% | -15.9% | +4.9% | -9.2% |
| YTD | -18.3% | -46.9% | +28.6% | -12.1% |
| All | -26.4% | -35.1% | +8.8% | -19.0% |
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