+1,536.9%
SBUX vs VUG
+1,203.7%
+333.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.7% | -1.6% |
| 7D | +0.2% | -1.1% | +1.2% | +1.0% |
| 30D | +19.1% | -7.0% | +26.1% | +26.8% |
| 3M | +3.6% | -3.7% | +7.3% | +6.6% |
| 6M | +5.1% | -1.6% | +6.8% | +4.8% |
| YTD | +32.9% | +5.1% | +27.7% | +24.0% |
| 1Y | +30.4% | +3.8% | +26.6% | +23.0% |
| 3Y | +13.0% | +79.9% | -66.9% | -39.3% |
| 5Y | +10.5% | +66.4% | -55.8% | -37.4% |
| 10Y | +152.8% | +405.3% | -252.5% | -57.9% |
| All | +1,536.9% | +1,203.7% | +333.2% | -8.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling