+123.9%
SBUX vs VEU
+155.0%
-31.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -1.5% |
| 7D | -5.5% | -1.4% | -4.1% | -4.2% |
| 30D | -8.5% | -0.4% | -8.0% | -8.2% |
| 3M | -2.9% | +2.5% | -5.4% | -5.7% |
| 6M | -1.5% | +11.1% | -12.7% | -12.3% |
| YTD | +19.4% | +16.5% | +2.9% | +1.3% |
| 1Y | +22.9% | +22.9% | 0.0% | -1.1% |
| 3Y | +11.3% | +73.4% | -62.1% | -36.6% |
| 5Y | -6.9% | +56.1% | -63.0% | -41.3% |
| All | +123.9% | +155.0% | -31.1% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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