+7.3%
SBUX vs VCLT
-16.7%
+24.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.1% |
| 7D | +1.6% | -2.3% | +3.8% | +3.0% |
| 30D | +14.8% | +0.8% | +14.1% | +14.4% |
| 3M | -0.8% | -2.7% | +1.9% | +0.8% |
| 6M | +2.2% | -4.3% | +6.5% | +4.9% |
| YTD | +29.5% | -4.3% | +33.8% | +32.8% |
| 1Y | +27.0% | -4.4% | +31.4% | +30.4% |
| 3Y | +10.9% | +13.8% | -2.8% | +2.3% |
| All | +7.3% | -16.7% | +24.0% | +11.6% |
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