+608.4%
VST vs LULU
-76.8%
+685.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.3% | -1.3% |
| 7D | +6.6% | -4.6% | +11.2% | +7.2% |
| 30D | -12.4% | +12.3% | -24.7% | -14.0% |
| 3M | -9.0% | -11.6% | +2.6% | -8.2% |
| 6M | -6.4% | -12.8% | +6.4% | -5.7% |
| YTD | -17.2% | -49.2% | +32.0% | -9.2% |
| 1Y | -22.0% | -37.7% | +15.7% | -17.4% |
| 3Y | +296.7% | -74.7% | +371.3% | +369.7% |
| All | +608.4% | -76.8% | +685.2% | +690.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling