+2,010.2%
VRT vs SBUX
+146.9%
+1,863.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +2.8% |
| 7D | +18.6% | +1.0% | +17.6% | +18.0% |
| 30D | -11.7% | +16.6% | -28.2% | -19.3% |
| 3M | -27.3% | -0.6% | -26.7% | -27.5% |
| 6M | -42.9% | +1.8% | -44.7% | -44.4% |
| YTD | +29.5% | +29.7% | -0.2% | +8.9% |
| 1Y | +21.0% | +26.1% | -5.0% | +3.0% |
| 3Y | +403.1% | +10.3% | +392.9% | +344.6% |
| 5Y | +688.8% | +7.6% | +681.2% | +591.5% |
| All | +2,010.2% | +146.9% | +1,863.2% | +1,213.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling