+123.9%
SBUX vs VIG
+250.0%
-126.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -1.3% |
| 7D | -5.5% | -1.1% | -4.4% | -4.3% |
| 30D | -8.5% | -2.7% | -5.7% | -5.5% |
| 3M | -2.9% | +2.5% | -5.5% | -5.7% |
| 6M | -1.5% | +9.2% | -10.8% | -10.9% |
| YTD | +19.4% | +9.8% | +9.6% | +7.3% |
| 1Y | +22.9% | +12.4% | +10.6% | +7.7% |
| 3Y | +11.3% | +55.9% | -44.6% | -32.1% |
| 5Y | -6.9% | +63.9% | -70.8% | -45.8% |
| All | +123.9% | +250.0% | -126.1% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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