+43,351.9%
SBUX vs VMC
+3,219.2%
+40,132.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | +1.6% | -1.3% | +2.8% | +2.1% |
| 30D | +14.8% | +15.5% | -0.6% | +9.1% |
| 3M | -0.8% | +0.6% | -1.4% | -1.1% |
| 6M | +2.2% | +2.1% | +0.2% | +0.8% |
| YTD | +29.5% | -1.6% | +31.0% | +28.5% |
| 1Y | +27.0% | -1.2% | +28.2% | +25.9% |
| 3Y | +10.9% | +35.3% | -24.4% | -3.6% |
| 5Y | +7.4% | +43.6% | -36.2% | -9.3% |
| 10Y | +146.3% | +126.7% | +19.5% | +64.7% |
| All | +43,351.9% | +3,219.2% | +40,132.7% | +12,331.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling