+107.0%
CCEP vs VTEB
+0.8%
+106.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.2% |
| 7D | -5.7% | -1.2% | -4.5% | -4.6% |
| 30D | -3.4% | -2.9% | -0.5% | -0.7% |
| 3M | +5.5% | -3.2% | +8.7% | +8.8% |
| 6M | +2.2% | -2.6% | +4.9% | +4.9% |
| YTD | +14.6% | -1.8% | +16.5% | +16.9% |
| 1Y | +18.9% | +0.2% | +18.7% | +19.2% |
| 3Y | +82.6% | +8.2% | +74.4% | +71.3% |
| 5Y | +107.0% | +0.8% | +106.1% | +83.1% |
| All | +107.0% | +0.8% | +106.2% | +83.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling