+1,187.1%
SBUX vs VCLT
+103.3%
+1,083.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.3% | -2.3% |
| 7D | -3.9% | +0.3% | -4.2% | -4.0% |
| 30D | -2.8% | -0.6% | -2.3% | -2.7% |
| 3M | +8.2% | -2.2% | +10.4% | +8.8% |
| 6M | +4.3% | -2.9% | +7.1% | +5.0% |
| YTD | +23.3% | -2.1% | +25.4% | +24.0% |
| 1Y | +24.3% | -2.6% | +26.9% | +25.1% |
| 3Y | +15.5% | +12.5% | +2.9% | +12.3% |
| 5Y | -2.7% | -15.3% | +12.6% | -2.7% |
| 10Y | +128.8% | +16.6% | +112.2% | +139.9% |
| All | +1,187.1% | +103.3% | +1,083.8% | +1,762.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling