+1,088.3%
VST vs LULU
+75.7%
+1,012.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.8% | +3.6% | +1.3% |
| 7D | +19.2% | -6.5% | +25.7% | +20.5% |
| 30D | -17.2% | +10.7% | -27.9% | -19.0% |
| 3M | -8.1% | -13.6% | +5.4% | -6.8% |
| 6M | -8.1% | -16.5% | +8.4% | -6.6% |
| YTD | -16.3% | -49.7% | +33.5% | -6.7% |
| 1Y | -24.1% | -38.9% | +14.8% | -18.8% |
| 3Y | +300.2% | -74.7% | +375.0% | +390.9% |
| 5Y | +645.9% | -76.9% | +722.8% | +804.7% |
| 10Y | +1,152.2% | +80.6% | +1,071.6% | +950.8% |
| All | +1,088.3% | +75.7% | +1,012.7% | +888.8% |
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 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