+123.9%
SBUX vs VGT
+820.0%
-696.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -1.2% |
| 7D | -5.5% | -0.2% | -5.3% | -5.4% |
| 30D | -8.5% | -0.4% | -8.0% | -8.4% |
| 3M | -2.9% | +4.4% | -7.3% | -6.4% |
| 6M | -1.5% | +32.1% | -33.6% | -19.2% |
| YTD | +19.4% | +28.8% | -9.4% | -0.7% |
| 1Y | +22.9% | +35.3% | -12.4% | -1.7% |
| 3Y | +11.3% | +124.8% | -113.5% | -38.7% |
| 5Y | -6.9% | +137.9% | -144.8% | -51.8% |
| All | +123.9% | +820.0% | -696.2% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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