-6.7%
SBUX vs VCLT
-17.2%
+10.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -5.5% | -1.4% | -4.1% | -4.7% |
| 30D | -8.5% | -1.2% | -7.3% | -7.9% |
| 3M | -2.9% | -4.8% | +1.9% | -0.1% |
| 6M | -1.5% | -2.6% | +1.0% | -0.1% |
| YTD | +19.4% | -3.3% | +22.7% | +21.6% |
| 1Y | +22.9% | -4.8% | +27.8% | +26.5% |
| 3Y | +11.3% | +11.5% | -0.2% | +3.9% |
| All | -6.7% | -17.2% | +10.5% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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