+1,665.5%
SBUX vs VT
+346.0%
+1,319.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.9% |
| 7D | +1.7% | -2.3% | +4.0% | +4.0% |
| 30D | +12.6% | -5.0% | +17.6% | +18.0% |
| 3M | +0.8% | -4.9% | +5.7% | +5.5% |
| 6M | +0.2% | -1.5% | +1.7% | +0.8% |
| YTD | +27.4% | +8.5% | +19.0% | +16.9% |
| 1Y | +31.5% | +11.4% | +20.1% | +17.6% |
| 3Y | +9.3% | +70.1% | -60.8% | -34.3% |
| 5Y | +1.5% | +53.7% | -52.2% | -32.5% |
| 10Y | +147.9% | +220.0% | -72.1% | -14.4% |
| All | +1,665.5% | +346.0% | +1,319.5% | +362.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling