+827.8%
VOO vs SBUX
+1,030.1%
-202.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | +0.1% |
| 7D | +0.1% | -3.1% | +3.2% | +1.3% |
| 30D | +0.1% | -0.9% | +0.9% | +0.3% |
| 3M | +2.0% | +11.6% | -9.6% | -2.4% |
| 6M | +13.0% | +8.8% | +4.2% | +8.7% |
| YTD | +13.6% | +26.3% | -12.7% | +2.9% |
| 1Y | +20.1% | +23.1% | -3.1% | +9.2% |
| 3Y | +77.6% | +15.0% | +62.6% | +59.0% |
| 5Y | +82.4% | +0.4% | +82.1% | +69.3% |
| 10Y | +316.8% | +130.7% | +186.2% | +166.7% |
| All | +827.8% | +1,030.1% | -202.4% | +215.9% |
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