+359.1%
VST vs LULU
-74.3%
+433.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -0.9% | +1.3% |
| 7D | +9.9% | -12.6% | +22.4% | +11.4% |
| 30D | +7.9% | -19.7% | +27.7% | +10.8% |
| 3M | +3.4% | -12.2% | +15.6% | +4.4% |
| 6M | -4.1% | -39.3% | +35.2% | +2.8% |
| YTD | -5.7% | -50.3% | +44.6% | +4.5% |
| 1Y | -18.9% | -38.6% | +19.7% | -13.8% |
| 3Y | +359.1% | -74.0% | +433.0% | +416.1% |
| All | +359.1% | -74.3% | +433.3% | +416.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling