+96.3%
VCIT vs CCEP
+1,650.7%
-1,554.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.0% | +0.2% |
| 7D | +0.5% | +5.7% | -5.3% | +0.3% |
| 30D | +2.1% | +15.3% | -13.2% | +1.7% |
| 3M | -1.6% | +8.0% | -9.6% | -1.8% |
| 6M | -1.6% | +26.7% | -28.3% | -2.3% |
| YTD | -1.5% | +30.7% | -32.2% | -2.3% |
| 1Y | -0.4% | +36.5% | -36.9% | -1.3% |
| 3Y | +19.6% | +111.1% | -91.6% | +17.1% |
| 5Y | +3.3% | +149.7% | -146.5% | +0.6% |
| 10Y | +28.9% | +305.3% | -276.4% | +25.1% |
| All | +96.3% | +1,650.7% | -1,554.3% | +93.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling