+16.1%
VEA vs CCEP
+30.9%
-14.8%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.2% |
| 7D | +2.3% | +2.1% | +0.2% | +2.0% |
| 30D | +0.2% | +10.6% | -10.4% | -1.3% |
| 3M | -5.3% | +10.3% | -15.7% | -6.8% |
| 6M | -0.9% | +31.1% | -32.0% | -7.0% |
| YTD | +12.2% | +32.1% | -19.9% | +9.9% |
| 1Y | +16.1% | +32.8% | -16.7% | +13.5% |
| All | +16.1% | +30.9% | -14.8% | +13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling