+358.6%
VT vs LULU
+657.0%
-298.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | -0.1% |
| 7D | -0.1% | +3.2% | -3.3% | -0.8% |
| 30D | -3.1% | +16.8% | -19.9% | -6.4% |
| 3M | -3.5% | -13.6% | +10.1% | -1.3% |
| 6M | +0.5% | -15.9% | +16.3% | +2.9% |
| YTD | +10.8% | -46.9% | +57.7% | +24.3% |
| 1Y | +11.9% | -35.2% | +47.1% | +20.0% |
| 3Y | +73.0% | -73.3% | +146.3% | +116.2% |
| 5Y | +58.6% | -75.9% | +134.5% | +97.2% |
| 10Y | +219.2% | +93.4% | +125.8% | +141.9% |
| All | +358.6% | +657.0% | -298.4% | +81.6% |
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