+2,723.0%
VRT vs SBUX
+140.5%
+2,582.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.3% | +5.6% | +5.1% |
| 7D | +9.1% | -3.1% | +12.3% | +11.0% |
| 30D | +0.9% | -0.9% | +1.8% | +1.4% |
| 3M | -13.4% | +11.6% | -25.0% | -19.7% |
| 6M | +11.7% | +8.8% | +2.9% | +4.6% |
| YTD | +73.2% | +26.3% | +46.9% | +48.6% |
| 1Y | +123.4% | +23.1% | +100.3% | +92.4% |
| 3Y | +606.2% | +15.0% | +591.2% | +504.2% |
| 5Y | +899.9% | +0.4% | +899.5% | +812.0% |
| All | +2,723.0% | +140.5% | +2,582.5% | +1,692.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling