-73.9%
LULG price history and return analytics
+17.9%
-91.8%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -35.1% | 0.0% | -35.1% | -35.1% |
| 7D | -34.1% | +0.4% | -34.6% | -34.6% |
| 30D | -38.4% | +1.0% | -39.4% | -39.7% |
| 3M | -43.5% | +2.4% | -45.9% | -45.9% |
| 6M | -73.2% | +12.0% | -85.2% | -79.4% |
| YTD | -82.3% | +15.3% | -97.6% | -86.9% |
| All | -73.9% | +17.9% | -91.8% | -81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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