-5.2%
SBUX vs VSH
+67.3%
-72.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.1% |
| 7D | -6.3% | +3.5% | -9.8% | -7.0% |
| 30D | -3.9% | -4.4% | +0.5% | -3.1% |
| 3M | +3.3% | -45.8% | +49.1% | +16.1% |
| 6M | +1.4% | +90.1% | -88.7% | -24.1% |
| YTD | +21.0% | +120.3% | -99.4% | -14.5% |
| 1Y | +22.4% | +112.2% | -89.8% | -13.5% |
| 3Y | +13.2% | +36.6% | -23.4% | -10.7% |
| 5Y | -5.2% | +67.0% | -72.2% | -37.2% |
| All | -5.2% | +67.3% | -72.5% | -37.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling