+57.8%
VT vs LULU
-75.9%
+133.7%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +2.3% |
| 7D | +0.4% | +4.4% | -4.0% | -0.4% |
| 30D | -2.6% | +19.1% | -21.7% | -5.9% |
| 3M | -3.2% | -12.5% | +9.2% | -1.5% |
| 6M | +0.9% | -14.2% | +15.2% | +2.9% |
| YTD | +11.3% | -45.8% | +57.2% | +23.7% |
| 1Y | +14.0% | -32.3% | +46.3% | +20.6% |
| 3Y | +75.8% | -72.3% | +148.2% | +117.2% |
| 5Y | +57.8% | -76.1% | +133.9% | +92.0% |
| All | +57.8% | -75.9% | +133.7% | +92.0% |
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