+297.8%
VTI vs LULU
+53.6%
+244.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.3% | +0.3% |
| 7D | -0.9% | -1.6% | +0.7% | -0.6% |
| 30D | -1.4% | -18.1% | +16.7% | +2.5% |
| 3M | +3.6% | -18.8% | +22.4% | +7.6% |
| 6M | +13.6% | -39.2% | +52.8% | +25.7% |
| YTD | +12.9% | -52.4% | +65.3% | +32.0% |
| 1Y | +17.2% | -40.3% | +57.5% | +28.9% |
| 3Y | +75.7% | -75.1% | +150.8% | +129.5% |
| 5Y | +75.4% | -76.7% | +152.2% | +125.3% |
| All | +297.8% | +53.6% | +244.2% | +280.7% |
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