-6.7%
SBUX vs VOO
+82.8%
-89.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +3.7% |
| 3Y | +11.3% | +77.3% | -66.0% | -38.7% |
| All | -6.7% | +82.8% | -89.5% | -50.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling