+414.3%
VUG vs LULU
+53.6%
+360.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.2% | -1.2% | +0.3% |
| 7D | -0.5% | -1.6% | +1.1% | -0.1% |
| 30D | -1.0% | -18.1% | +17.2% | +3.8% |
| 3M | +3.5% | -18.8% | +22.3% | +8.3% |
| 6M | +14.2% | -39.2% | +53.4% | +28.9% |
| YTD | +8.5% | -52.4% | +60.9% | +30.8% |
| 1Y | +12.9% | -40.3% | +53.2% | +26.5% |
| 3Y | +85.6% | -75.1% | +160.7% | +155.7% |
| 5Y | +78.1% | -76.7% | +154.9% | +141.6% |
| All | +414.3% | +53.6% | +360.7% | +406.0% |
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 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