+377.4%
VT vs LULU
+590.1%
-212.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -17.4% | +17.4% | +3.7% |
| 7D | +0.4% | -16.7% | +17.2% | +4.0% |
| 30D | +1.0% | -18.5% | +19.5% | +4.8% |
| 3M | +2.4% | -19.5% | +21.8% | +6.2% |
| 6M | +12.0% | -41.9% | +53.9% | +24.1% |
| YTD | +15.3% | -51.6% | +66.9% | +32.4% |
| 1Y | +22.6% | -51.2% | +73.8% | +39.2% |
| 3Y | +74.7% | -75.1% | +149.8% | +121.8% |
| 5Y | +66.1% | -74.1% | +140.2% | +103.3% |
| 10Y | +225.0% | +46.7% | +178.3% | +161.7% |
| All | +377.4% | +590.1% | -212.6% | +93.4% |
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