+82.3%
VOO vs SBUX
-4.5%
+86.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.5% | +0.1% |
| 7D | -0.4% | -6.3% | +5.9% | +1.4% |
| 30D | -1.4% | -3.9% | +2.5% | -0.4% |
| 3M | +3.7% | +3.3% | +0.4% | +2.5% |
| 6M | +13.0% | +1.4% | +11.6% | +11.9% |
| YTD | +12.4% | +21.0% | -8.5% | +5.6% |
| 1Y | +18.6% | +22.4% | -3.8% | +10.5% |
| 3Y | +78.1% | +13.2% | +64.8% | +66.4% |
| 5Y | +82.3% | -5.2% | +87.5% | +73.2% |
| All | +82.3% | -4.5% | +86.8% | +73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 SBUX 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