+22.9%
SBUX vs VTRS
+66.8%
-43.8%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.6% |
| 7D | -5.5% | -2.2% | -3.3% | -5.1% |
| 30D | -8.5% | +3.3% | -11.8% | -9.0% |
| 3M | -2.9% | +2.0% | -4.9% | -3.5% |
| 6M | -1.5% | +19.9% | -21.5% | -6.0% |
| YTD | +19.4% | +35.7% | -16.4% | +9.7% |
| 1Y | +22.9% | +68.1% | -45.1% | +6.5% |
| All | +22.9% | +66.8% | -43.8% | +6.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling