+123.9%
SBUX vs VWO
+117.1%
+6.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -1.0% |
| 7D | -5.5% | -1.8% | -3.7% | -4.3% |
| 30D | -8.5% | -0.1% | -8.4% | -8.4% |
| 3M | -2.9% | +2.2% | -5.1% | -4.9% |
| 6M | -1.5% | +8.8% | -10.3% | -8.4% |
| YTD | +19.4% | +12.4% | +7.0% | +8.3% |
| 1Y | +22.9% | +15.6% | +7.4% | +9.0% |
| 3Y | +11.3% | +62.5% | -51.2% | -24.4% |
| 5Y | -6.9% | +34.3% | -41.1% | -27.6% |
| All | +123.9% | +117.1% | +6.8% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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