+130.1%
SBUX vs VCIT
+28.6%
+101.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -3.1% | -0.3% | -2.8% | -2.8% |
| 30D | -0.9% | -0.8% | -0.1% | -0.2% |
| 3M | +11.6% | -1.0% | +12.6% | +12.7% |
| 6M | +8.8% | -1.8% | +10.6% | +10.8% |
| YTD | +26.3% | -0.7% | +27.0% | +27.1% |
| 1Y | +23.1% | +1.0% | +22.1% | +22.0% |
| 3Y | +15.0% | +18.8% | -3.9% | -2.8% |
| 5Y | +0.4% | +3.5% | -3.1% | -4.2% |
| All | +130.1% | +28.6% | +101.5% | +118.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 VCIT 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