+230.1%
CCEP vs VTEB
+17.9%
+212.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.5% |
| 7D | -2.8% | -0.9% | -1.9% | -1.8% |
| 30D | -4.0% | -2.5% | -1.5% | -1.3% |
| 3M | +5.2% | -3.0% | +8.2% | +8.7% |
| 6M | +2.7% | -2.1% | +4.8% | +5.2% |
| YTD | +14.5% | -1.5% | +16.0% | +16.5% |
| 1Y | +17.2% | +0.2% | +17.0% | +17.1% |
| 3Y | +79.3% | +8.6% | +70.8% | +64.1% |
| 5Y | +106.8% | +1.2% | +105.6% | +104.4% |
| All | +230.1% | +17.9% | +212.2% | +198.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 10y: compounded portfolio wealth divided by compounded VTEB 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…
10y analysis · Full analysis span regression · 6 months rolling