+74.2%
VTI vs SBUX
+11.9%
+62.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.5% |
| 7D | -2.0% | -6.2% | +4.2% | -0.8% |
| 30D | -1.9% | -6.4% | +4.5% | -0.7% |
| 3M | +4.5% | +1.0% | +3.5% | +4.2% |
| 6M | +12.6% | -0.4% | +13.0% | +12.2% |
| YTD | +12.0% | +20.0% | -8.0% | +7.3% |
| 1Y | +17.3% | +22.8% | -5.4% | +11.6% |
| All | +74.2% | +11.9% | +62.4% | +70.3% |
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 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