+2,826.7%
VRT vs CCEP
+226.5%
+2,600.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +2.9% | +3.4% |
| 7D | +13.6% | -1.0% | +14.6% | +14.0% |
| 30D | +6.8% | -1.6% | +8.4% | +7.2% |
| 3M | -3.2% | +11.9% | -15.1% | -8.7% |
| 6M | +20.3% | +7.5% | +12.9% | +15.2% |
| YTD | +79.6% | +18.7% | +60.9% | +64.4% |
| 1Y | +139.0% | +21.4% | +117.6% | +114.9% |
| 3Y | +644.6% | +89.1% | +555.5% | +426.7% |
| 5Y | +1,024.4% | +108.7% | +915.6% | +650.4% |
| All | +2,826.7% | +226.5% | +2,600.2% | +1,655.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling