+9.3%
SBUX vs VT
+69.7%
-60.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.9% |
| 7D | +1.7% | -2.3% | +4.0% | +3.8% |
| 30D | +12.6% | -5.0% | +17.6% | +17.7% |
| 3M | +0.8% | -4.9% | +5.7% | +5.2% |
| 6M | +0.2% | -1.5% | +1.7% | +0.5% |
| YTD | +27.4% | +8.5% | +19.0% | +15.4% |
| 1Y | +31.5% | +11.4% | +20.1% | +15.7% |
| 3Y | +9.3% | +70.1% | -60.8% | -37.3% |
| All | +9.3% | +69.7% | -60.5% | -37.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling