+894.4%
SBUX vs VEA
+167.0%
+727.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | -1.2% |
| 7D | -6.3% | +0.3% | -6.6% | -6.5% |
| 30D | -3.9% | +0.4% | -4.3% | -4.2% |
| 3M | +3.3% | +4.8% | -1.5% | -1.1% |
| 6M | +1.4% | +11.3% | -9.8% | -8.2% |
| YTD | +21.0% | +17.4% | +3.6% | +4.4% |
| 1Y | +22.4% | +26.2% | -3.8% | -0.5% |
| 3Y | +13.2% | +77.7% | -64.5% | -30.9% |
| 5Y | -5.2% | +60.9% | -66.1% | -37.0% |
| 10Y | +128.3% | +163.6% | -35.2% | +2.5% |
| All | +894.4% | +167.0% | +727.5% | +305.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling