+143.0%
SBUX vs VTEB
+25.5%
+117.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.8% | -0.7% |
| 7D | -5.5% | -0.9% | -4.6% | -4.8% |
| 30D | -8.5% | -2.5% | -6.0% | -6.7% |
| 3M | -2.9% | -3.0% | +0.1% | -0.7% |
| 6M | -1.5% | -2.1% | +0.6% | 0.0% |
| YTD | +19.4% | -1.5% | +20.9% | +20.7% |
| 1Y | +22.9% | +0.2% | +22.8% | +22.8% |
| 3Y | +11.3% | +8.6% | +2.7% | +4.4% |
| 5Y | -6.9% | +1.2% | -8.0% | -8.7% |
| 10Y | +125.4% | +18.1% | +107.3% | +138.4% |
| All | +143.0% | +25.5% | +117.5% | +204.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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