+70.3%
VXUS vs LULU
-75.6%
+145.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.8% | +1.6% | -1.0% |
| 7D | -1.9% | -20.4% | +18.5% | +0.3% |
| 30D | -0.7% | -22.9% | +22.1% | +1.8% |
| 3M | +4.9% | -18.5% | +23.5% | +6.8% |
| 6M | +9.7% | -41.8% | +51.4% | +15.8% |
| YTD | +15.0% | -53.4% | +68.4% | +24.2% |
| 1Y | +22.4% | -40.9% | +63.3% | +28.5% |
| All | +70.3% | -75.6% | +145.9% | +90.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling