+1,218.2%
SBUX vs VCIT
+98.3%
+1,119.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -3.1% | -0.3% | -2.8% | -3.0% |
| 30D | -0.9% | -0.8% | -0.1% | -0.5% |
| 3M | +11.6% | -1.0% | +12.6% | +12.2% |
| 6M | +8.8% | -1.8% | +10.6% | +9.8% |
| YTD | +26.3% | -0.7% | +27.0% | +26.8% |
| 1Y | +23.1% | +1.0% | +22.1% | +22.6% |
| 3Y | +15.0% | +18.8% | -3.9% | +5.8% |
| 5Y | +0.4% | +3.5% | -3.1% | -5.2% |
| 10Y | +130.7% | +29.2% | +101.5% | +128.9% |
| All | +1,218.2% | +98.3% | +1,119.9% | +1,830.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling