+10.5%
SBUX vs VO
+38.8%
-28.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.3% | -1.3% |
| 7D | +0.2% | +0.2% | 0.0% | 0.0% |
| 30D | +19.1% | +2.0% | +17.1% | +16.8% |
| 3M | +3.6% | -0.3% | +3.9% | +3.9% |
| 6M | +5.1% | +7.3% | -2.2% | -2.2% |
| YTD | +32.9% | +15.0% | +17.9% | +15.4% |
| 1Y | +30.4% | +14.7% | +15.7% | +13.5% |
| 3Y | +13.0% | +67.3% | -54.3% | -32.0% |
| 5Y | +10.5% | +38.8% | -28.3% | -21.7% |
| All | +10.5% | +38.8% | -28.3% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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