+1,216.9%
VST vs LULU
+69.2%
+1,147.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -17.4% | +20.9% | +6.6% |
| 7D | +8.9% | -16.7% | +25.6% | +12.0% |
| 30D | +6.2% | -18.5% | +24.7% | +9.4% |
| 3M | -2.7% | -19.5% | +16.7% | +0.1% |
| 6M | -8.4% | -41.9% | +33.6% | -0.1% |
| YTD | -7.2% | -51.6% | +44.4% | +4.6% |
| 1Y | -20.9% | -51.2% | +30.3% | -11.8% |
| 3Y | +384.0% | -75.1% | +459.1% | +497.0% |
| 5Y | +757.1% | -74.1% | +831.2% | +913.0% |
| All | +1,216.9% | +69.2% | +1,147.6% | +1,008.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling