+10.5%
SBUX vs VG
-39.3%
+49.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.2% |
| 7D | -3.1% | +1.7% | -4.8% | -3.3% |
| 30D | -0.9% | +16.0% | -16.9% | -2.1% |
| 3M | +11.6% | +9.7% | +1.9% | +10.3% |
| 6M | +8.8% | +29.6% | -20.8% | +4.2% |
| YTD | +26.3% | +112.0% | -85.7% | +13.4% |
| 1Y | +23.1% | +12.8% | +10.3% | +18.4% |
| All | +10.5% | -39.3% | +49.8% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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