-49.0%
VRT vs SBUX
+1.8%
-50.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.2% |
| 7D | -21.4% | +1.7% | -23.0% | -20.0% |
| 30D | -25.8% | +12.6% | -38.5% | -21.0% |
| 3M | -33.5% | +0.8% | -34.3% | -32.7% |
| 6M | -49.0% | +0.2% | -49.2% | -45.1% |
| All | -49.0% | +1.8% | -50.8% | -45.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling