+635.5%
SBUX vs VIG
+617.8%
+17.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -1.4% |
| 7D | -3.9% | -0.4% | -3.5% | -3.4% |
| 30D | -2.8% | -2.1% | -0.7% | -0.4% |
| 3M | +8.2% | +3.3% | +4.9% | +4.1% |
| 6M | +4.3% | +9.3% | -5.0% | -6.1% |
| YTD | +23.3% | +10.1% | +13.2% | +10.1% |
| 1Y | +24.3% | +14.7% | +9.6% | +5.7% |
| 3Y | +15.5% | +56.9% | -41.5% | -31.7% |
| 5Y | -2.7% | +62.9% | -65.6% | -44.5% |
| 10Y | +128.8% | +241.3% | -112.5% | -45.7% |
| All | +635.5% | +617.8% | +17.6% | -33.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling