+7.3%
SBUX vs VST
+633.9%
-626.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | 0.0% |
| 7D | +1.6% | +6.6% | -5.0% | +0.8% |
| 30D | +14.8% | -12.4% | +27.2% | +16.1% |
| 3M | -0.8% | -9.0% | +8.2% | -0.5% |
| 6M | +2.2% | -6.4% | +8.7% | +1.5% |
| YTD | +29.5% | -17.2% | +46.6% | +29.8% |
| 1Y | +27.0% | -22.0% | +49.0% | +28.3% |
| 3Y | +10.9% | +296.7% | -285.7% | -27.4% |
| All | +7.3% | +633.9% | -626.6% | -44.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling