+52.6%
VXUS vs LULU
-77.2%
+129.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.8% | +1.6% | -0.9% |
| 7D | -1.9% | -20.4% | +18.5% | +1.3% |
| 30D | -0.7% | -22.9% | +22.1% | +2.9% |
| 3M | +4.9% | -18.5% | +23.5% | +7.6% |
| 6M | +9.7% | -41.8% | +51.4% | +18.4% |
| YTD | +15.0% | -53.4% | +68.4% | +28.4% |
| 1Y | +22.4% | -40.9% | +63.3% | +30.9% |
| 3Y | +72.2% | -75.6% | +147.8% | +107.7% |
| 5Y | +52.6% | -77.2% | +129.9% | +77.7% |
| All | +52.6% | -77.2% | +129.8% | +77.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling