+158.3%
VEA vs CCEP
+1,482.5%
-1,324.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.6% |
| 7D | +2.3% | +2.1% | +0.2% | +1.4% |
| 30D | +0.2% | +10.6% | -10.4% | -4.1% |
| 3M | -5.3% | +10.3% | -15.7% | -9.5% |
| 6M | -0.9% | +31.1% | -32.0% | -12.2% |
| YTD | +12.2% | +32.1% | -19.9% | -1.2% |
| 1Y | +16.1% | +32.8% | -16.7% | +1.9% |
| 3Y | +73.0% | +111.3% | -38.4% | +23.2% |
| 5Y | +53.7% | +147.5% | -93.8% | +0.7% |
| 10Y | +159.3% | +338.1% | -178.8% | +23.5% |
| All | +158.3% | +1,482.5% | -1,324.2% | -41.5% |
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 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