-5.6%
SBUX vs VXUS
+53.2%
-58.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.2% | -1.3% |
| 7D | -6.3% | +0.3% | -6.5% | -6.5% |
| 30D | -3.9% | +0.7% | -4.5% | -4.5% |
| 3M | +3.3% | +4.8% | -1.5% | -1.6% |
| 6M | +1.4% | +11.3% | -9.9% | -9.7% |
| YTD | +21.0% | +16.5% | +4.4% | +2.5% |
| 1Y | +22.4% | +24.3% | -1.9% | -2.9% |
| 3Y | +13.2% | +74.5% | -61.3% | -37.2% |
| All | -5.6% | +53.2% | -58.8% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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