+123.9%
SBUX vs VOO
+325.3%
-201.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.3% |
| 7D | -5.5% | -0.8% | -4.7% | -4.8% |
| 30D | -8.5% | -1.1% | -7.4% | -7.5% |
| 3M | -2.9% | +3.9% | -6.8% | -6.8% |
| 6M | -1.5% | +13.6% | -15.2% | -13.8% |
| YTD | +19.4% | +12.7% | +6.7% | +5.3% |
| 1Y | +22.9% | +17.6% | +5.4% | +3.8% |
| 3Y | +11.3% | +77.3% | -66.0% | -38.2% |
| 5Y | -6.9% | +84.1% | -91.0% | -50.2% |
| All | +123.9% | +325.3% | -201.4% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling