+3,227.9%
VMC vs CCEP
+6,869.6%
-3,641.7%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +4.0% | +1.7% |
| 7D | -4.3% | -3.1% | -1.3% | -3.6% |
| 30D | -8.2% | -2.6% | -5.7% | -7.7% |
| 3M | -7.0% | +14.9% | -22.0% | -10.6% |
| 6M | -10.8% | +2.3% | -13.0% | -11.5% |
| YTD | -7.4% | +17.8% | -25.2% | -11.7% |
| 1Y | -9.5% | +24.2% | -33.7% | -15.1% |
| 3Y | +20.5% | +84.7% | -64.3% | +1.2% |
| 5Y | +51.6% | +103.2% | -51.6% | +23.3% |
| 10Y | +150.0% | +257.4% | -107.3% | +73.2% |
| All | +3,227.9% | +6,869.6% | -3,641.7% | +1,312.7% |
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