+123.9%
SBUX vs VEA
+165.0%
-41.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -1.5% |
| 7D | -5.5% | -1.5% | -4.0% | -4.2% |
| 30D | -8.5% | -0.8% | -7.6% | -7.8% |
| 3M | -2.9% | +2.5% | -5.4% | -5.7% |
| 6M | -1.5% | +11.1% | -12.7% | -12.3% |
| YTD | +19.4% | +17.2% | +2.2% | +0.6% |
| 1Y | +22.9% | +24.5% | -1.6% | -2.4% |
| 3Y | +11.3% | +75.4% | -64.1% | -37.4% |
| 5Y | -6.9% | +61.1% | -67.9% | -43.1% |
| All | +123.9% | +165.0% | -41.1% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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