+1,419.5%
SBUX vs VGT
+2,279.6%
-860.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.2% | -2.2% | -2.2% |
| 7D | -3.9% | +1.8% | -5.7% | -5.2% |
| 30D | -2.8% | -0.3% | -2.5% | -2.8% |
| 3M | +8.2% | +3.4% | +4.8% | +4.0% |
| 6M | +4.3% | +35.0% | -30.7% | -19.6% |
| YTD | +23.3% | +28.8% | -5.4% | -1.6% |
| 1Y | +24.3% | +38.0% | -13.7% | -6.9% |
| 3Y | +15.5% | +125.8% | -110.3% | -44.2% |
| 5Y | -2.7% | +134.7% | -137.4% | -55.8% |
| 10Y | +128.8% | +792.6% | -663.8% | -70.1% |
| All | +1,419.5% | +2,279.6% | -860.1% | -24.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling