+145.0%
SBUX vs VSH
+115.4%
+29.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.2% | +4.0% | +0.9% |
| 7D | +1.6% | +14.3% | -12.8% | -2.1% |
| 30D | +14.8% | -7.9% | +22.7% | +15.6% |
| 3M | -0.8% | -19.9% | +19.1% | +2.5% |
| 6M | +2.2% | -30.5% | +32.8% | +3.5% |
| YTD | +29.5% | +85.7% | -56.2% | -7.7% |
| 1Y | +27.0% | +98.9% | -71.9% | -11.8% |
| 3Y | +10.9% | +32.1% | -21.2% | -16.6% |
| 5Y | +7.4% | +39.7% | -32.2% | -22.9% |
| All | +145.0% | +115.4% | +29.6% | +47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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