+1,089.2%
SBUX vs VNQ
+382.8%
+706.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.3% |
| 7D | -6.2% | -2.6% | -3.6% | -4.7% |
| 30D | -6.4% | -2.3% | -4.1% | -5.1% |
| 3M | +1.0% | -2.8% | +3.8% | +2.7% |
| 6M | -0.4% | +2.5% | -2.9% | -2.0% |
| YTD | +20.0% | +8.4% | +11.5% | +14.1% |
| 1Y | +22.8% | +6.8% | +16.0% | +17.9% |
| 3Y | +12.3% | +29.9% | -17.6% | -4.5% |
| 5Y | -6.4% | +7.2% | -13.6% | -10.9% |
| 10Y | +126.5% | +62.5% | +63.9% | +69.2% |
| All | +1,089.2% | +382.8% | +706.4% | +301.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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