+13.8%
VRT vs SBUX
+38.6%
-24.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +4.7% | -17.6% | -13.2% |
| 7D | -15.4% | +6.3% | -21.7% | -15.9% |
| 30D | -19.0% | +16.2% | -35.1% | -20.5% |
| 3M | -23.8% | +5.1% | -28.9% | -23.9% |
| 6M | -37.9% | +5.7% | -43.6% | -37.9% |
| YTD | +27.0% | +32.6% | -5.7% | +22.2% |
| 1Y | +13.8% | +41.3% | -27.5% | +8.2% |
| All | +13.8% | +38.6% | -24.8% | +8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling