+147.3%
VXUS vs LULU
+53.6%
+93.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.2% | +0.6% |
| 7D | -1.4% | -1.6% | +0.2% | -1.2% |
| 30D | -0.5% | -18.1% | +17.7% | +2.7% |
| 3M | +2.6% | -18.8% | +21.3% | +5.7% |
| 6M | +10.9% | -39.2% | +50.1% | +20.1% |
| YTD | +16.1% | -52.4% | +68.5% | +31.4% |
| 1Y | +22.3% | -40.3% | +62.6% | +31.9% |
| 3Y | +72.0% | -75.1% | +147.1% | +112.0% |
| 5Y | +54.1% | -76.7% | +130.9% | +86.9% |
| All | +147.3% | +53.6% | +93.7% | +133.4% |
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 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