+30.9%
VCIT vs CCEP
+342.1%
-311.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | -0.5% | +1.8% | -2.2% | -0.6% |
| 30D | +1.0% | +12.2% | -11.2% | +0.4% |
| 3M | -1.4% | +10.7% | -12.1% | -1.9% |
| 6M | -2.1% | +27.5% | -29.6% | -3.4% |
| YTD | -1.8% | +31.3% | -33.1% | -3.3% |
| 1Y | -1.4% | +29.9% | -31.3% | -2.8% |
| 3Y | +19.3% | +111.1% | -91.8% | +14.5% |
| 5Y | +4.1% | +142.3% | -138.2% | -1.0% |
| 10Y | +30.9% | +335.5% | -304.5% | +22.0% |
| All | +30.9% | +342.1% | -311.1% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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