+1,649.7%
SBUX vs VT
+374.2%
+1,275.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -3.1% | +0.4% | -3.6% | -3.6% |
| 30D | -0.9% | +1.0% | -1.9% | -1.8% |
| 3M | +11.6% | +2.4% | +9.2% | +8.6% |
| 6M | +8.8% | +12.0% | -3.2% | -3.0% |
| YTD | +26.3% | +15.3% | +11.0% | +9.6% |
| 1Y | +23.1% | +22.6% | +0.5% | +0.7% |
| 3Y | +15.0% | +74.7% | -59.7% | -32.5% |
| 5Y | +0.4% | +66.1% | -65.8% | -37.8% |
| 10Y | +130.7% | +225.0% | -94.3% | -21.6% |
| All | +1,649.7% | +374.2% | +1,275.5% | +333.6% |
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 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