-6.7%
SBUX vs VYM
+77.5%
-84.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -1.3% |
| 7D | -5.5% | -0.8% | -4.7% | -4.6% |
| 30D | -8.5% | -2.2% | -6.2% | -6.0% |
| 3M | -2.9% | +3.1% | -6.0% | -6.3% |
| 6M | -1.5% | +9.7% | -11.2% | -11.9% |
| YTD | +19.4% | +14.9% | +4.5% | +1.2% |
| 1Y | +22.9% | +17.6% | +5.4% | +1.4% |
| 3Y | +11.3% | +65.3% | -54.0% | -38.1% |
| All | -6.7% | +77.5% | -84.2% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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