+10.9%
SBUX vs VMC
+35.0%
-24.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | +1.6% | -1.3% | +2.8% | +1.9% |
| 30D | +14.8% | +15.5% | -0.6% | +11.2% |
| 3M | -0.8% | +0.6% | -1.4% | -1.1% |
| 6M | +2.2% | +2.1% | +0.2% | +1.3% |
| YTD | +29.5% | -1.6% | +31.0% | +28.1% |
| 1Y | +27.0% | -1.2% | +28.2% | +25.6% |
| 3Y | +10.9% | +35.3% | -24.4% | -5.8% |
| All | +10.9% | +35.0% | -24.0% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 3y: compounded portfolio wealth divided by compounded VMC 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…
3y analysis · Full analysis span regression · 6 months rolling