+125.0%
SBUX vs VUG
+419.9%
-294.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | -6.2% | -1.9% | -4.4% | -4.9% |
| 30D | -6.4% | -1.6% | -4.9% | -5.4% |
| 3M | +1.0% | +4.4% | -3.3% | -2.8% |
| 6M | -0.4% | +13.2% | -13.6% | -10.5% |
| YTD | +20.0% | +7.5% | +12.5% | +12.1% |
| 1Y | +22.8% | +12.5% | +10.3% | +10.2% |
| 3Y | +12.3% | +86.0% | -73.7% | -34.3% |
| 5Y | -6.4% | +76.5% | -82.9% | -43.7% |
| All | +125.0% | +419.9% | -294.9% | -46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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