-3.3%
SBUX vs VO
+43.4%
-46.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.8% |
| 7D | -3.9% | +0.6% | -4.5% | -4.5% |
| 30D | -2.8% | -1.1% | -1.8% | -1.8% |
| 3M | +8.2% | +4.5% | +3.7% | +3.5% |
| 6M | +4.3% | +11.1% | -6.8% | -6.3% |
| YTD | +23.3% | +13.5% | +9.8% | +8.5% |
| 1Y | +24.3% | +14.5% | +9.8% | +8.4% |
| 3Y | +15.5% | +58.1% | -42.7% | -26.3% |
| All | -3.3% | +43.4% | -46.7% | -33.2% |
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