+16.5%
VXUS vs LULU
-31.7%
+48.2%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.8% | -2.8% | +1.5% |
| 7D | +0.2% | +6.5% | -6.3% | -0.4% |
| 30D | -2.3% | +20.3% | -22.6% | -4.0% |
| 3M | -2.8% | -8.9% | +6.1% | -2.2% |
| 6M | +2.6% | -13.1% | +15.7% | +4.0% |
| YTD | +12.0% | -46.1% | +58.1% | +19.2% |
| 1Y | +16.5% | -30.3% | +46.8% | +17.0% |
| All | +16.5% | -31.7% | +48.2% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling