+9.3%
SBUX vs VST
+264.2%
-255.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +10.6% | -11.3% | -1.5% |
| 7D | +1.7% | -9.8% | +11.5% | +2.3% |
| 30D | +12.6% | -25.1% | +37.8% | +15.1% |
| 3M | +0.8% | -11.6% | +12.4% | +1.2% |
| 6M | +0.2% | -20.9% | +21.1% | +1.3% |
| YTD | +27.4% | -22.3% | +49.8% | +28.3% |
| 1Y | +31.5% | -32.0% | +63.5% | +34.3% |
| 3Y | +9.3% | +262.4% | -253.1% | 0.0% |
| All | +9.3% | +264.2% | -255.0% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VST.
Daily Out/Under-Performance
Portfolio return minus VST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VST 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 VST 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