+152.8%
SBUX vs VCIT
+30.9%
+121.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.2% | -0.5% | +0.7% | +0.6% |
| 30D | +19.1% | +1.5% | +17.6% | +17.4% |
| 3M | +3.6% | -1.0% | +4.6% | +4.6% |
| 6M | +5.1% | -1.7% | +6.8% | +6.8% |
| YTD | +32.9% | -1.4% | +34.2% | +34.6% |
| 1Y | +30.4% | -0.9% | +31.3% | +31.7% |
| 3Y | +13.0% | +19.8% | -6.8% | -5.2% |
| 5Y | +10.5% | +4.6% | +5.9% | +4.6% |
| 10Y | +152.8% | +31.5% | +121.3% | +138.0% |
| All | +152.8% | +30.9% | +121.8% | +138.0% |
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