+123.9%
SBUX vs VTRS
-48.4%
+172.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.6% |
| 7D | -5.5% | -2.2% | -3.3% | -5.0% |
| 30D | -8.5% | +3.3% | -11.8% | -9.1% |
| 3M | -2.9% | +2.0% | -4.9% | -3.5% |
| 6M | -1.5% | +19.9% | -21.5% | -5.6% |
| YTD | +19.4% | +35.7% | -16.4% | +11.2% |
| 1Y | +22.9% | +68.1% | -45.1% | +9.3% |
| 3Y | +11.3% | +87.1% | -75.8% | -5.2% |
| 5Y | -6.9% | +47.6% | -54.5% | -18.7% |
| All | +123.9% | -48.4% | +172.2% | +109.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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