+42,297.2%
SBUX vs VMC
+3,022.9%
+39,274.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.6% |
| 7D | -3.1% | -4.3% | +1.2% | -1.6% |
| 30D | -0.9% | -8.2% | +7.4% | +2.1% |
| 3M | +11.6% | -7.0% | +18.7% | +13.9% |
| 6M | +8.8% | -10.8% | +19.5% | +12.4% |
| YTD | +26.3% | -7.4% | +33.7% | +28.1% |
| 1Y | +23.1% | -9.5% | +32.6% | +25.6% |
| 3Y | +15.0% | +20.5% | -5.5% | +4.0% |
| 5Y | +0.4% | +51.6% | -51.2% | -17.1% |
| 10Y | +130.7% | +150.0% | -19.4% | +48.1% |
| All | +42,297.2% | +3,022.9% | +39,274.3% | +12,297.8% |
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 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