+611.0%
VRT vs SBUX
+18.0%
+593.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.3% | +5.6% | +4.8% |
| 7D | +9.1% | -3.1% | +12.3% | +10.3% |
| 30D | +0.9% | -0.9% | +1.8% | +1.2% |
| 3M | -13.4% | +11.6% | -25.0% | -17.6% |
| 6M | +11.7% | +8.8% | +2.9% | +7.0% |
| YTD | +73.2% | +26.3% | +46.9% | +56.9% |
| 1Y | +123.4% | +23.1% | +100.3% | +103.0% |
| All | +611.0% | +18.0% | +593.0% | +565.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling