+1,036.5%
SBUX vs VOO
+817.1%
+219.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -0.9% |
| 7D | -3.1% | +0.1% | -3.2% | -3.3% |
| 30D | -0.9% | +0.1% | -0.9% | -1.0% |
| 3M | +11.6% | +2.0% | +9.6% | +8.9% |
| 6M | +8.8% | +13.0% | -4.2% | -4.3% |
| YTD | +26.3% | +13.6% | +12.7% | +10.6% |
| 1Y | +23.1% | +20.1% | +3.1% | +1.7% |
| 3Y | +15.0% | +77.6% | -62.6% | -36.2% |
| 5Y | +0.4% | +82.4% | -82.1% | -45.7% |
| 10Y | +130.7% | +316.8% | -186.2% | -45.4% |
| All | +1,036.5% | +817.1% | +219.4% | +10.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling