+140.0%
SBUX vs VT
+215.5%
-75.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.9% |
| 7D | +1.7% | -2.3% | +4.0% | +4.2% |
| 30D | +12.6% | -5.0% | +17.6% | +18.6% |
| 3M | +0.8% | -4.9% | +5.7% | +5.9% |
| 6M | +0.2% | -1.5% | +1.7% | +0.8% |
| YTD | +27.4% | +8.5% | +19.0% | +15.5% |
| 1Y | +31.5% | +11.4% | +20.1% | +15.8% |
| 3Y | +9.3% | +70.1% | -60.8% | -38.7% |
| 5Y | +1.5% | +53.7% | -52.2% | -36.4% |
| All | +140.0% | +215.5% | -75.5% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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