-2.7%
SBUX vs VUG
+76.0%
-78.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.1% |
| 7D | -3.9% | +0.9% | -4.8% | -4.5% |
| 30D | -2.8% | -1.4% | -1.4% | -1.9% |
| 3M | +8.2% | +2.3% | +5.9% | +6.0% |
| 6M | +4.3% | +15.7% | -11.4% | -6.6% |
| YTD | +23.3% | +8.6% | +14.7% | +15.3% |
| 1Y | +24.3% | +14.1% | +10.2% | +11.8% |
| 3Y | +15.5% | +87.9% | -72.4% | -29.3% |
| 5Y | -2.7% | +76.3% | -79.0% | -40.1% |
| All | -2.7% | +76.0% | -78.7% | -40.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling