+228.2%
VT vs LULU
+52.0%
+176.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.7% | +0.1% |
| 7D | -0.1% | -16.9% | +16.8% | +3.4% |
| 30D | -0.7% | -22.0% | +21.3% | +4.0% |
| 3M | +4.0% | -17.8% | +21.8% | +7.4% |
| 6M | +12.3% | -41.3% | +53.5% | +24.1% |
| YTD | +14.0% | -52.0% | +66.0% | +31.3% |
| 1Y | +20.3% | -39.8% | +60.1% | +31.1% |
| 3Y | +75.4% | -74.8% | +150.3% | +123.4% |
| 5Y | +66.0% | -76.3% | +142.3% | +107.4% |
| 10Y | +228.2% | +53.9% | +174.3% | +211.3% |
| All | +228.2% | +52.0% | +176.2% | +211.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling