+79.3%
VEA vs CCEP
+89.4%
-10.2%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.2% | -0.6% |
| 7D | +1.9% | -1.0% | +2.8% | +2.1% |
| 30D | +0.8% | -1.6% | +2.4% | +1.1% |
| 3M | +5.7% | +11.9% | -6.2% | +2.2% |
| 6M | +13.3% | +7.5% | +5.8% | +10.6% |
| YTD | +18.4% | +18.7% | -0.3% | +12.6% |
| 1Y | +27.0% | +21.4% | +5.5% | +19.7% |
| 3Y | +79.3% | +89.1% | -9.8% | +45.3% |
| All | +79.3% | +89.4% | -10.2% | +45.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling