+123.9%
SBUX vs VTR
+99.2%
+24.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.3% |
| 7D | -5.5% | -0.3% | -5.2% | -5.4% |
| 30D | -8.5% | +1.1% | -9.6% | -8.8% |
| 3M | -2.9% | +7.9% | -10.8% | -5.5% |
| 6M | -1.5% | +6.2% | -7.7% | -3.9% |
| YTD | +19.4% | +17.7% | +1.7% | +12.7% |
| 1Y | +22.9% | +32.9% | -9.9% | +11.4% |
| 3Y | +11.3% | +129.7% | -118.4% | -16.5% |
| 5Y | -6.9% | +89.3% | -96.2% | -26.7% |
| All | +123.9% | +99.2% | +24.7% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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