+1,024.4%
VRT vs SBUX
-1.1%
+1,025.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.0% | +5.0% |
| 7D | +13.6% | -3.9% | +17.5% | +16.1% |
| 30D | +6.8% | -2.8% | +9.6% | +8.4% |
| 3M | -3.2% | +8.2% | -11.4% | -8.8% |
| 6M | +20.3% | +4.3% | +16.1% | +15.3% |
| YTD | +79.6% | +23.3% | +56.3% | +55.3% |
| 1Y | +139.0% | +24.3% | +114.7% | +103.2% |
| 3Y | +644.6% | +15.5% | +629.2% | +533.2% |
| 5Y | +1,024.4% | -2.7% | +1,027.1% | +886.0% |
| All | +1,024.4% | -1.1% | +1,025.4% | +886.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling