+10.9%
SBUX vs VSH
+31.2%
-20.3%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.2% | +4.0% | +0.4% |
| 7D | +1.6% | +14.3% | -12.8% | -0.4% |
| 30D | +14.8% | -7.9% | +22.7% | +15.3% |
| 3M | -0.8% | -19.9% | +19.1% | +1.1% |
| 6M | +2.2% | -30.5% | +32.8% | +1.6% |
| YTD | +29.5% | +85.7% | -56.2% | -2.3% |
| 1Y | +27.0% | +98.9% | -71.9% | -6.2% |
| 3Y | +10.9% | +32.1% | -21.2% | -13.8% |
| All | +10.9% | +31.2% | -20.3% | -13.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling