+810.9%
VOO vs SBUX
+1,058.3%
-247.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | +2.6% | +1.6% | +1.0% | +2.0% |
| 30D | -2.0% | +14.8% | -16.8% | -6.9% |
| 3M | -2.8% | -0.8% | -2.0% | -2.7% |
| 6M | +2.2% | +2.2% | -0.1% | +0.7% |
| YTD | +11.5% | +29.5% | -17.9% | -0.1% |
| 1Y | +13.5% | +27.0% | -13.5% | +2.2% |
| 3Y | +78.1% | +10.9% | +67.2% | +62.3% |
| 5Y | +73.1% | +7.4% | +65.7% | +56.4% |
| 10Y | +310.7% | +146.3% | +164.4% | +156.1% |
| All | +810.9% | +1,058.3% | -247.3% | +206.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling