+1,992.6%
CCEP vs VT
+363.9%
+1,628.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +2.5% |
| 7D | +4.2% | -0.3% | +4.6% | +4.5% |
| 30D | +14.2% | -1.4% | +15.6% | +15.3% |
| 3M | +9.1% | -1.4% | +10.5% | +10.1% |
| 6M | +26.9% | +5.5% | +21.4% | +20.8% |
| YTD | +29.1% | +12.8% | +16.3% | +16.3% |
| 1Y | +36.8% | +15.4% | +21.3% | +20.9% |
| 3Y | +108.5% | +76.9% | +31.7% | +28.6% |
| 5Y | +155.8% | +60.4% | +95.4% | +70.3% |
| 10Y | +300.3% | +232.8% | +67.6% | +50.2% |
| All | +1,992.6% | +363.9% | +1,628.7% | +430.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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