+2,545.5%
VRT vs SBUX
+130.3%
+2,415.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.9% | -7.7% | -8.5% |
| 7D | +2.4% | -6.3% | +8.7% | +6.2% |
| 30D | -2.7% | -3.9% | +1.2% | -0.5% |
| 3M | -9.2% | +3.3% | -12.5% | -11.8% |
| 6M | -0.5% | +1.4% | -1.9% | -3.0% |
| YTD | +62.3% | +21.0% | +41.4% | +42.7% |
| 1Y | +109.6% | +22.4% | +87.2% | +80.9% |
| 3Y | +573.1% | +13.2% | +559.8% | +478.8% |
| 5Y | +953.6% | -5.2% | +958.8% | +893.7% |
| All | +2,545.5% | +130.3% | +2,415.2% | +1,621.8% |
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