+1,740.6%
VRT vs SBUX
+142.7%
+1,597.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.9% |
| 7D | -21.4% | +1.7% | -23.0% | -22.3% |
| 30D | -25.8% | +12.6% | -38.5% | -31.0% |
| 3M | -33.5% | +0.8% | -34.3% | -34.3% |
| 6M | -49.0% | +0.2% | -49.2% | -50.0% |
| YTD | +12.9% | +27.4% | -14.5% | -4.2% |
| 1Y | 0.0% | +31.5% | -31.5% | -17.3% |
| 3Y | +361.8% | +9.3% | +352.5% | +309.5% |
| 5Y | +565.1% | +1.5% | +563.6% | +501.7% |
| All | +1,740.6% | +142.7% | +1,597.9% | +1,056.3% |
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